> 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/set-up-a-multi-step-registration-form.md).

# Set Up a Multi-Step Registration Form

This feature exclusively works with the Customer account login.

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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FmIxojhO4YzXXbwp3HMn9%2Fimage.png?alt=media&amp;token=87da9e55-1be3-4a26-a83f-d4fe86fda635" alt=""><figcaption></figcaption></figure>

## 🚀 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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FXE5wPVuXwt13ufsooC9o%2Fimage.png?alt=media&amp;token=0ba429aa-62a1-48f2-adf8-be17738380e2" alt=""><figcaption></figcaption></figure>

2. **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.

3. **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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2F7svQwDCodC6821UZpxtv%2Fimage.png?alt=media&amp;token=93201520-c1a1-4006-84a4-467f4c60d6ad" alt=""><figcaption></figcaption></figure>

4. **Advanced Options & Controls**

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

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fc8iRnafe0VTsRUhPMrZ1%2Fimage.png?alt=media&amp;token=567032bd-5279-4377-946f-969972fa3367" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FlSrK9pmTx7tC8JfvZyBF%2Fimage.png?alt=media&#x26;token=b9cd72ea-b946-439b-af7b-58b9f11822c5" alt="" width="563"><figcaption></figcaption></figure>

* **Email Notifications**: Configure email alerts so both you and your customers get registration confirmations, head to [Email configuration](/b2b-wholesale-solution/customer-management/registration-forms/manage-approve-and-notify-your-wholesale-customers.md)​

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FMMUS0c9PdrwkGGJZftET%2Fimage.png?alt=media&amp;token=a7ef5084-b25a-424d-86bb-9c43ec3ed507" alt="" width="563"><figcaption></figcaption></figure>

* **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).

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FuPtJON89uV2M13V2s4SX%2Fimage.png?alt=media&amp;token=251611f2-9b63-4b2d-b833-4654f1650712" alt="" width="563"><figcaption></figcaption></figure>

## ✅ Publish Your Form

Before your form goes live, make sure:

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

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FjPiRZIZnHPsfAvMRuDeV%2Fimage.png?alt=media&amp;token=ccab1ae9-344d-4649-915c-31b0d6dbf2df" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FiV73vGM8upUFvNZsGHPx%2Fimage.png?alt=media&amp;token=6c5a3268-dc0f-4b4d-949a-a5144447c862" alt=""><figcaption></figcaption></figure>

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

{% embed url="<https://drive.google.com/file/d/1hf-RjUTS0rFWt3ALUUXb7U7sAuL_v7y-/view?usp=sharing>" %}

And here is the result on the website

{% embed url="<https://drive.google.com/file/d/1p0L2hkmMbrBTo7Rj0tkxeBJ66h-S11Ok/view?usp=drive_link>" %}

{% hint style="info" %}
**Remember:** Customer must log in with 6-digit code to be able to fill in the registration form
{% endhint %}

{% hint style="info" %}
If you need further assistance, please feel free to reach 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 %}