📝Build a Powerful Wholesale Registration Form

Integrate with Legacy Customer Login

Make onboarding B2B customers seamless, professional, and secure — without coding. With our Registration Form module, you can create customized signup forms to collect business info, manage approval workflows, and control access to wholesale rates.

This type of form is well-integrated with the Legacy Customer Account

🔧 Step 1: Turn On the Registration Feature

• Head to Customer Management and enable the Registration Forms option.

• Once activated, go to Configuration and click Create Form to begin.

✍️ Step 2: Customize Your Wholesale Form

Design a form that fits your business needs by choosing from built-in fields or adding your own.

• Name your form (e.g. “Wholesale Signup”)

• Add essential fields like company name, business license, tax ID, address, or phone

• Include file upload fields to collect verification documents (e.g. PDF, JPG), up to 2 MB

• Use the live preview pane to see how the form looks as you edit

⚙ Step 3: Advanced Settings & Styling

Enhance your form’s functionality, layout, and branding:

• Custom Form Title & Text Alignment:

  • Set a customer-facing Form Title independently from internal rule names.

  • Choose Text Alignment (Left, Center, or Right) for the form heading, section titles, and description copy.

• Auto-tag customers who register (e.g. tag “wholesale”).

• Privacy Policy & Terms of Service:

  • Enable the mandatory Privacy Policy agreement checkbox at Step 2.

  • Customize the exact hyperlink URL pointing to your store's legal policy page.

• Custom Form Colors: Customize individual button colors (Submit button background and text), success banner colors, and validation error text colors per form.

• Use reCAPTCHA to prevent spam (just note: avoid enabling multiple spam filters at once).

The reCAPTCHA function of B2B/ Wholesale Solution app can cause conflict when simultaneously turned on. Therefore, we strongly advise enabling only one spam protection method when using B2B Solution’s Registration Form.

You can turn off Shopify’s reCAPTCHA by going to Online store > Preference and locate the checkboxes under Spam Protection.

• Configure email notifications so both you and your customers receive alerts, head to Email configuration

• Set approval rules:

  • Auto-approve all registrations

  • Manually review and approve

  • Choose whether customers can sign up with inactive accounts

  Control password behavior:

  • Show a password field in the form (users set password immediately)

  • Hide it and send an invitation email instead so users can set up their password later

🚀 Step 4: Publish Your Registration Form

Once your form is ready, publish it to your storefront using an App block in your Shopify theme. The form will now appear where you place it, inviting wholesale customers to sign up for exclusive access and pricing.

💡 Pro Tips

• If you're migrating from an older form version — Wholesale form V1, note that switching to the new form will reset customizations — reach out to support if you want help retaining your setup

• Always test your form yourself before going live to ensure all fields and notifications work as expected

Before taking this action, please note that any of your customizations will be returned to default.

If you need further assistance, please feel free to reach us at [e-mail] or Live Chat.