Form

Introduction

Wholesale pricing should only be available to verified businesses. Registration Forms allow you to collect business details, review applications, and approve qualified customers before granting access. This ensures that only legitimate buyers can view your special offers while keeping the signup process simple and professional.

Form

At the moment, the app supports only a single form rather than multiple forms. Support for multiple forms will be added soon.

To create a form, please follow these steps: Form > Create form > Select form types (We are providing a single-step form, the multi-step form will be developed shortly).

Form	Form template

Single-step form / B2B registration form

Note: The single-step form is shown on all storefront pages. Ideal for legacy customer accounts. However, since Shopify is having the plan to migrate from legacy customer accounts, we are already preparing the improvement plan.

Element

With this feature, you can customise a form that fits your business needs by choosing from built-in fields or adding your own.

To start, you can:

Name your form title, this title will be displayed internally, your customer won't see the form title
Name the URL: This is a required step to create the form. Once you enter a URL name, the form will be generated under that URL address, allowing users to access and submit the form through the link.

If a form has been successfully created and the merchant later updates the form URL within the app, the corresponding page URL in Shopify will be updated accordingly. However, the reverse synchronization will not be implemented at this stage, if the page URL is updated in Shopify Admin, it will not automatically update in the app. This will be improved in a future update.

If a page with URL already exists in Shopify Admin and the merchant attempts to create a new registration form using the same URL, the system will display an error when saving the form

You can add more information fields or custom fields by clicking "Add field" button, and you can edit fields by clicking directly on the fields. Depending on the field type, you will have different configurations.

Information fields: Customer information, First name, Last name, Email, Password, Company information, Company, Phone, Country & State, Address, City, Zip code, Apartment
Others: Subcribe to our marketing emails
Custom fields: Multiple, Radio, Text, Text area, Heading, Number, Date field, Upload files

You won't be able to delete First name, Last name, Email, Submit button

Add field	Edit field

Behavior

Registration approval

Manual approval after registration: After customers submit the form, you can go to the list to review and approve the registration if it is qualified.
Auto-approval after registration: After customers submit the form, customers will be created as customers in Shopify automatically.

After submit

Display success message
Redirect to login page: This option is disabled if you are selecting the Manual approval option
Redirect to URL

Moreover, you can apply tags to registered customers after approval, define the tax exemption, and prevent spam by enabling the reCAPTCHA

Apprearance

You can customise your form by changing form style, field size, field style, button style

Form style: Background color, Heading, Heading alignment, Heading format

Field size: Label, Help text, Corner radius

Field style: Label, Help text, Border, Field format

Button style: Font size, Button format, Button alignment, Corner radius, Border thickness, Button background, Button text, Drop shadow, Hover

Publish form

Method 1: Direct URL

Customers access the form via the generated page URL.

Method 2: App Block

Merchants can embed the form in their theme using an app block.

Clicking Open App Embed redirects to the Shopify Theme Editor > Choose the page > Copy the Form ID and Paste > Save

After saving the form successfully, you will be able to see its status, form ID, form name.

Views, Submissions, Completion rate are under developed.

Manage list

You can review registration list by clicking "Manage registration list" button.

Registrations are categorized into:

All
Pending
Approved
Rejected

When a registration is rejected, the available options are Delete and View.The View option allows you to review the submitted information, but it cannot be edited.
When a registration is approved, the available options are Edit and Delete.When editing customer information, clicking Save will update the corresponding customer details in Shopify.

After approving the registration, the customer will be created in the Shopify Customer with the filled information.

If the customer is having a pending registration under an email, he/she can't submit another registration under that email again until the registration is approved or rejected.

Note:

Password field won't be displayed in the registration detail.
At the moment, due to the limited capacity & resources, we are primarily supporting US market, so it might lead to some errors related to Country / State fields. Please contact our support if this error happens to you
In the Delete scenario, since the system currently supports only one form, deleting the form will also delete the corresponding Shopify page (even if the page may contain multiple forms). In future versions, when multiple forms are supported, this behavior will be improved accordingly
The layout / appearance of registration detail might not reflect 100% the storefront layout due to some technical constraints
New Customer Account: Because /account/register does not exist, merchants cannot attach the form there. Therefore, password field is not meaningful in New Customer Account, and we are already having improvement plan.
We are improving the Approve/Reject registrations so please contact us if you have any issues or questions related to approve/reject process.

📌 If you have any further concerns, please contact our CS team through live chat or email: [email protected]

Updated on: 23/03/2026

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