Registrations is a brand new feature in B2B Wholesale Hub. It is only available to stores that installed after February 5, 2026.
Our Registrations feature allows you to collect wholesale applications through a dedicated registration form. Customers submit their details through the form (company + contact info, address, tax ID, etc), and you can either approve applications automatically, or manually review them. After approval, your customers can be tagged automatically too, which conveniently qualifies them for your discounts.
The Registration Form is only compatible with Shopify’s new customer accounts system. If you’re using legacy customer accounts, you’ll need to upgrade to the latest version of customer accounts before setting up your form.
Adding the form to your theme (Checkout & customer accounts editor)
To add a Registration Form to your store, click Set up registration form. This will bring you to the Settings page.
Under Customer accounts setup, you’ll find the instructions for setting up the form:
Click the Go To Checkout settings button to open the checkout and customer accounts editor in your Shopify settings.
Click Edit under the active configuration to open the checkout and customer accounts editor.
Then, click the Apps icon on the top left to open the Apps sidebar.
Add B2B Wholesale Hub's Registration Form page to Accounts.
After adding the Registration Form, save your changes.
Once your form is set up, you’ll see a Registration form link in your Registration → Settings page. Share this link with customers directly to direct them to your form, or add it to your shop’s menu navigation to allow customers to access it from the storefront.
Approving applicants
You can choose to automatically approve new applicants, or leave registrations as Pending so you can review and approve them at a later date. You can configure this in Registrations → Settings → Approval settings.
There are two checkboxes you can use to manage automatic approvals:
Automatically approve new registrations: Select this checkbox to automatically approve any new signup. Leave this option unchecked to accept registrations as pending to review and approve later.
Apply default tags when approving registrations: Selecting this checkbox allows you to automatically assign customers with a tag when they complete your registration form. This tag can correlate to a discount you’ve created so that customers will receive discounts automatically once they’ve completed the signup.
💡You can choose to apply multiple tags automatically with this step! But be aware that this setting will apply all selected tags to all new registrations. This can grant immediate access to discounts when customers complete your form.
Form preview
On Basic and Professional plans, the form includes the default fields listed below and can’t be customized:
First and last name (required fields)
Email
Company name
Phone number
Company website
Company Address
Country (required field)
Address (required field)
Apartment, suite, etc
City (required)
State/province
Postal code (required)
Tax ID (VAT / EIN)
Customizing your form
On the Premium plan, you can add, remove, and reorder fields in the form editor. You can do this by heading to Registrations > Settings and scroll down to the Form preview section. Click the Edit Form button to bring you to the registration customizer.
Edit your form to suit your business’s needs. Choose a Page title to display at the top of the form, and a Submit button label to customize the button customers will use to complete their registration.
When customizing your registration form, you can:
Customize the label names
Reorder fields by using the arrows to move them up or down
Click the settings button to assign Help text (you can also opt to make these required)
Click Add field to add up to 50 fields
You can also customize the text that displays when a registration is submitted, as well the text that is shown when accounts are automatically approved. Click the Banners dropdown to open this section and make your desired edits.
The Title should indicate the action that’s occurred (ie “Registration received!” or “You’re approved!”) and the Body should include any important information your customers need to know regarding their application.
Accessing the registration form
How your customers access your registration form is up to you. There are two recommended paths:
Provide customers with direct link
Adding a registration form to your main menu
Providing your customers with a direct link to the form is easy. This is a good option if you want to have control over who can apply to register for wholesale on your store.
After you’ve set the form up on your theme, go to Registrations > Settings in the app. Under Customer accounts setup, you’ll see a Registration form link that you can copy to your clipboard. This link will take your customers directly to the form.
💡 Due to platform limitations, the Registration form link cannot be customized. If you need to customize it, we recommend using URL shorteners like dub.co.
Add the form to the main header menu
If you’d like all visitors to your online storefront to have the option of registering for wholesale on your store, we recommend adding the registration form to your menus on Shopify. You could add it to the shop's main menu, the footer, or other locations.
Follow Shopify’s instructions for adjusting menus and links and when creating the menu item, use the Registration form link from Registrations > Settings.
Managing registrations
When customers submit applications, you have the option to automatically approve them or let the applications be reviewed before approval. Automatic approval is a setting you can enable in Registrations > Settings.
Customers must be logged in before filling out the registration form. After they’ve filled out the form and submitted for approval, they’ll see the Submitted banner. Once their registration is approved, they’ll see the Approved banner.
In Registrations, you’ll be able to review and manage your registrations. Approved registrations will be listed under All, and registrations needing to be reviewed will be listed under Pending.
To manually approve or reject your registrations, go to the Pending tab, and select a registration. Clicking on a customer name will bring you to the registration detail view, where you’ll see the information that customer entered into the form.
All of the information you’ve captured in the registration form will show up in this registration detail view.
At the bottom of this page, you’ll see the Status section. If the customer’s registration status is Pending, you will see two options: Reject or Approve.
Any action you take will remove the registration from the Pending view. It will then appear in the All view with its status visible.
