📝 Build a Powerful Wholesale Registration Form

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.

🔧 Step 1: Turn On the Registration Feature

• Head to Customer Management and enable the Registration Form 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 (Optional)

Enhance your form’s functionality and security:

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

• Attach your privacy policy or terms of service

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

• 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 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, 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. To customize form v2, you can contact our support team; we are always ready to assist.