> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/customer-management/registration-forms/manage-approve-and-notify-your-wholesale-customers.md).

# 👥 Manage, Approve, and Notify Your Wholesale Customers

Once your registration form is live, you can manage incoming wholesale applications directly in your **BSS B2B Wholesale Solution** dashboard. This section helps you review, approve, and stay connected with every new customer efficiently.

## 🗂️ View and Manage Registrations

After customers submit their registration forms, their data appears in the **Registration Forms** → **Registration management** tab.\
Here, you can:

* **View all submissions** along with the details each customer provided.
* **Filter or search** by name, email, tags, or approval status to find the exact customer you’re looking for.
* **Export** registration data as a CSV file if you want to review or back up information externally.

***

## ✅ Approve or Reject Customers

You can control how new customers are approved:

1. **Manual Approval:**
   * Review each submission carefully.
   * Click **Approve** to grant them access to wholesale pricing and B2B features.
   * Click **Reject** if the applicant doesn’t meet your business requirements.
   * Approved customers automatically receive a confirmation email (if notifications are enabled).
2. **Auto Approval:**
   * Set the system to automatically approve customers once they submit their form.
   * This is ideal for stores that want fast onboarding and fewer manual checks.
3. **Conditional Approval:**
   * You can define rules like “Auto approve customers whose email contains a specific domain (e.g., @company.com).”
   * Perfect for pre-verified partners or repeat clients.

***

### 🔔 Send Notifications Automatically

Keep everyone in the loop with built-in **email notifications**:

* **To Admins:** Receive an email when a new registration is submitted, so you can review it promptly.
* **To Customers:** Send confirmation emails for successful registration, approval, or rejection.

You can customize these email templates to match your tone and branding — ensuring a consistent professional experience from signup to approval.

***

### 🏷️ Use Tags for Better Organization

When customers are approved, you can **automatically add tags** (e.g., “Wholesale,” “VIP,” “Distributor”) to their profiles in Shopify.\
Tags help you:

* Segment customers for pricing rules or marketing campaigns.
* Filter and apply specific B2B rules more easily in other modules (like Custom Pricing or Quantity/Amount Break).

***

## 💡 Tips

* Combine approval status and tagging to automate pricing or visibility rules.
* Always test your registration and email flow once before going live.
* For larger teams, assign staff roles to handle customer approvals efficiently.

***

This section ensures your B2B onboarding is not only secure and efficient but also leaves a professional first impression on every new customer.

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Depending on your setup, customers already existed on your Shopify Admin, or in the Registered Customers list from our app will not be imported.
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{% hint style="info" %}
If you want more field options, or have trouble creating your registration form, reach out to us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740)**.**
{% endhint %}