Manage, approve and notify your customers
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If you have a Registration Form on your store, you'll need a place to manage all of your registrations. Especially if your form requires you to manually approve every registration.
If you haven't had a new Registration Form on your store, refer to this tutorial.
From our B2B/Wholesale Solution app, head to Registration Form > Register Management.
Here, you can view all of your registered customers. You can filter for a specific criteria:
And if your form requires you to manually approve, this is the place to make approval.
There are 2 methods you can approve a registration:
In this page, you can review the registration, decide if the customer is tax exempt and approve the customer.
In Registration Management, there's a tab to configure the emails notifying your customers of account approval.
There's configuration to notify you of new registration too.
In Email Configuration, there are 5 emails to configure:
Click on the Pen Icon to start customizing your email as well as enabling/disabling the email:
Also in Email Configuration, you can set up the Name and Email address of emails sent to your customers.
By default, the Name is no-reply and Email address is no-reply@email-bsscommerce.com.
In the Registered Customers tab, you can Create new customers manually, or mass import/export customer list.
In Create New Customers, you are presented with a list of created Registration Forms and you can fill out information accordingly
In Import Customers, you are also presented with a list of created Registration Forms, and click on Download a sample CSV to download a CSV file with the corresponding fields.
Once the CSV file is filled out, you can import back the list to your store.
Method 1: Click on the Check icon to approve:
You can also mass approve/reject by tick on the checkbox:
Method 2: Click on the Pen icon to review the registration and approve:
The Bin Iconwill delete a registration of your list.
If you want more field options, or have trouble creating your registration form, reach out to us at or .