Installation Guide

Step 1: Install from the Shopify App Store

1. Go to the B2B Registration Form & Approval listing on the Shopify App Store
2. Click Add app and install

You’ll land in the B2B Registration Form & Approval dashboard inside your Shopify admin.

Step 2: Configure your form fields

Open Form Fields in the dashboard.

The default form collects name, email, company name, and country. To change it:

1. Click Add field and choose a type
2. Set the label, placeholder, and whether it’s required
3. Drag to reorder

Field types: text, email, tel, number, url, textarea, select, checkbox, country, vat, name (composite), address (composite).

Each custom field can write its value to a customer metafield or notes field on approval.

Step 3: Add the form block to your store

B2B Registration Form & Approval installs a B2B Registration Form section block. Add it to any page via your theme editor:

1. In Shopify admin, go to Online Store → Themes → Customize
2. Navigate to the page where you want the form
3. Add a section and select B2B Registration Form

The block inherits your theme’s typography and colours. You can configure the button text, input styles, and messages from the block settings.

Step 4: Set up Flow notifications

The app fires Flow triggers but doesn’t send emails itself.

1. In Shopify admin, go to Flow
2. Create a workflow triggered by B2B Customer Applied, B2B Customer Approved, or B2B Customer Rejected
3. Add a Send email action

Flow trigger reference →

Step 5: Review your settings

Full settings reference →

Step 6: Test

Submit a test application from the form block, find it in the dashboard, approve it, and confirm the customer is tagged in Shopify.