Set Up a Multi-Step Registration Form

Split your wholesale registration into steps. Works only with Shopify’s new customer accounts.

Want a smoother, more professional experience for your wholesale customers? The Multi-Step Form breaks your registration process into manageable stages, so collecting business info feels easier and more trustworthy.

Note

The Multi-Step Form is only available on stores using Shopify’s New Customer Accounts. If your store still uses Classic customer accounts, use the standard (single-step) Registration Form instead.

Multi-step forms need a paid plan (Essentials or higher).

How to Create Your Multi-Step Form

1. Enable Registration Form & Open the Editor

• In the app, go to B2B customers > Registration Forms and switch the module on.
• Click Create form.
• Choose Multi-step form. The editor has four steps: Basics, Form Editor, Settings and Publish.

2. Organize Your Form into Steps

• A multi-step form divides the registration process into multiple sections (or “steps”). Click Add step to add one.
• You can add as many fields as needed in each step, such as company details, contact info, or tax documents.
• Give each step a clear title and description to guide customers through the process smoothly.

3. Preview While You Build

• Use the Preview Panel on the right to see exactly how your form will look and function as users progress through each step.

4. Advanced Options & Controls

• Auto Tagging: Assign tag when customer is approved, for example wholesale.

• Privacy Policy: add a required consent checkbox with a link to your policy. It is added to the last step by default.

• Email Notifications: Configure email alerts so both you and your customers get registration confirmations, head to Email configuration​

• Approval Rules:

  • Auto-approval after registration: instantly approve new customers upon submission.
  • Manual approval after registration: review each application in Registration management before granting access.
  • Auto approve if email contains: with manual approval, automatically approve applicants whose email matches, for example your partners’ domain.

Publish Your Form

Before your form goes live, make sure:

The B2B Solution app embed is enabled in your Shopify theme to ensure proper display.

Add the registration form to your storefront using the theme editor or app block.

Once published, your customers can easily register through your multi-step form, and you’ll receive their submissions directly in the dashboard.

The four steps of the multi-step form editor. The preview on the right shows each step as customers see it.

Customers see one step at a time, with Next step, Previous step and Submit buttons:

Note

Remember: with new customer accounts, customers sign in with the 6-digit code Shopify emails them before they can fill in the registration form. Their email comes from that sign-in, so it is not a field inside the steps.

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.