🧩 Set Up a Multi-Step Registration Form

Want a smoother, more professional experience for your wholesale customers? The Multi-Step Form breaks your registration process into manageable stages—so collecting business info feels easier and more trustworthy.

🚀 How to Create Your Multi-Step Form

1. Enable Registration Form & Open the Editor

• From your app dashboard, go to Customer Management and enable Registration Form.

• Navigate to Configuration and click Create Form.

• Choose a form template to start building.

1. Organize Your Form into Steps

• A multi-step form divides the registration process into multiple sections (or “steps”).

• You can add as many fields as needed in each step—such as company details, contact info, or tax documents.

• Give each step a clear title and description to guide customers through the process smoothly.

1. Preview While You Build

• Use the Preview Panel on the right to see exactly how your form will look and function as users progress through each step.

1. Advanced Options & Controls

• Auto Tagging: Automatically tag customers who register through this form (e.g., “Wholesale”).

• Privacy Policy: Add a consent checkbox or link to your privacy policy.

• Email Notifications: Configure email alerts so both you and your customers get registration confirmations, head to Email configuration​

• Approval Rules:

  • Automatic Approval: Instantly approve new customers upon submission.

  • Manual Approval: Review each application before granting access.

  • Smart Auto-Approval: Automatically approve users whose emails match specific criteria (e.g., business domains).

✅ Publish Your Form

Before your form goes live, make sure:

The app embed block is enabled in your Shopify theme to ensure proper display.

Add the registration form to your storefront using the theme editor or app block.

Once published, your customers can easily register through your multi-step form, and you’ll receive their submissions directly in the dashboard.

And here is the result on the website