The Registration Form lets B2B buyers apply for a wholesale account directly on your storefront. You review applications in the app and approve or reject them. Approved customers are automatically tagged and can start buying at wholesale prices.
Customer fills form on storefront
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Submission saved as "Pending"
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You receive an email notification
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You review in the app dashboard
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Approve → customer gets tag + group + welcome email
Reject → customer gets rejection email with an edit link
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Customer can resubmit after editing their applicationDrag-and-drop form builder — choose which fields to show (name, email, company, tax ID, file upload, etc.)
Custom fields — add any field your approval process needs
Three registration modes — Individual buyer, A company (creates a new Company record on approve), or Join company (via invite link). See Registration modes
Auto-approve — automatically approve customers who meet your criteria, no manual review needed
Branded emails — all notification emails use your customized templates, including a dedicated "Company Registration Approved" email
Edit & resubmit — rejected applicants get a secure link to edit and resubmit their application
Unified B2B customer list — every active B2B customer (regardless of how they were added) shows up in All customers with tier + company at a glance
The Registration page has a toggle at the top:
Applications — sign-up requests inbox; approve, reject, or open each one
All customers — the unified B2B customer list. See All customers
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