Create Your First Registration Form
This guide shows you how to create your first B2B registration form so wholesale customers can submit a signup request from your storefront.
What is a registration form?
Section titled “What is a registration form?”A registration form collects information from shoppers who want to become wholesale customers (company name, contact, business type, tax ID, etc.). Each submission is stored in the app for you to review — approve it to assign wholesale customer tags, or reject it.
Approval assigns customer tags (and creates a customer account for guests). It does not create a Shopify B2B company — see Shopify B2B companies.
Step 1: Create a new form
Section titled “Step 1: Create a new form”- In the app, go to Registrations.
- Click New.
- A default template loads pre-filled with common wholesale fields (Company name, Business type, EIN, Contact person, Email, Phone, Address, Country, Number of employees, Notes).
Step 2: Edit form fields
Section titled “Step 2: Edit form fields”The editor has three panels:
- Settings (left): General info, Style, Submit, Emails.
- Structure (middle): drag-and-drop field list.
- Preview (right): live preview of the form.
Add or remove fields
Section titled “Add or remove fields”Available field types:
- Text, Email, Phone, Number, Date
- Dropdown, Radio, Checkbox
- Address, Country
- Text block, Divider, Spacer
Drag a field from the structure panel into the form, or click a field to edit its label, required setting, and options.
Step 3: Configure the submit and emails
Section titled “Step 3: Configure the submit and emails”Under the Submit and Emails tabs:
- Customize the submit button text.
- Set the recipient email that receives new submission alerts (your shop owner email is pre-filled by default).
Step 4: Save and enable
Section titled “Step 4: Save and enable”- Click Save.
- In the registrations list, toggle the form Enabled so it can receive submissions.
Step 5: Display the form on your store
Section titled “Step 5: Display the form on your store”Pick one of three ways to place the form on your storefront:
- Enable the app embed (required for all methods)
- Add the form via Theme Editor block
- Embed via shortcode
Manage submissions
Section titled “Manage submissions”Submitted signups appear in the Submissions tab with a count per form. Review each one, then Approve (assigns wholesale tags) or Reject — see Manage submissions.