Set up Multi-step form

1. Set up Wholesale multi-step form

• Go to Customer management and enable the Registration Form

• After switching on, go to Configuration

• Press Create form > Select template to start

What can you do to customize the form?

• You can add a title and description to describe the step to customers

• In each step, you can add fields to collect customer data

At the same time, you can preview what you've set up via the Preview section on the right column

What advanced settings do you have?

• You can choose tags to attach to customers who registered via this form

• You can attach the privacy policy to the form

• To set up email so you and your customers can be notified, head to Email configuration​

• In Registration approval options, you can choose among

  • Auto-approval after registration: an account that signs up will be reviewed and approved/rejected.

  • Manual approval after registration: You can manually approve which accounts can become your customers

    • If you check the "Auto approve if email contains", a customer with an email containing the mentioned text will be automatically approved

3. Publish form to website

First, you should enable the app embed block to allow our app functions to work on your website. Please check the app embed status on the Dashboard.

If it is "On", then you're ready to continue; otherwise, please click "Open theme editor", enable the app embed from "BSS B2B Solution" and SAVE.

After that, you can publish it to your storefront.

And here is the result on the website