> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/app-configuration/b2b-registration-form/create-a-b2b-registration-form.md).

# Create a B2B Registration Form

### Overview

This guide walks you through creating a B2B Registration Form, from setting up the general configuration to customizing fields and publishing the form on your storefront.

Go to **Registrations** in the sidebar, then click **Manage forms.**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FytPA7LtBzCbPhY0xMzVc%2Fimage.png?alt=media&amp;token=5eb799f4-8308-47e3-81ba-c98ca2f1ace6" alt=""><figcaption></figcaption></figure>

Click on **Create form.**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FMvvxiYMSpiUiq4VgD01A%2Fimage.png?alt=media&amp;token=d92d4bb0-f792-490f-8113-6c9debda01e0" alt=""><figcaption></figcaption></figure>

### Step 1: General configuration

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F1basTz9sHdfD6tAyrKnG%2Fimage.png?alt=media&amp;token=a33dbcfe-2a5e-4cd7-8008-7c780a4485f3" alt="" width="563"><figcaption></figcaption></figure>

In the **General Information** section:

* **Name:** enter a name for this form. This name is displayed on your storefront, so make it meaningful to your buyers (e.g. "Wholesale Application Form").
* **Form URL:** You will have 3 options:\
  1\. **Add a dedicated form to your B2BRIDGE Portal** - Add the form to your B2Bridge proxy page\
  2\. **Create a new page on your store** - Add the form as a new page on your store website. For more details on how to do so, please refer to [this article](/app-configuration/b2b-registration-form/how-to-put-registration-form-on-your-storefront.md). \
  3\. **Add in your existed store page via app block** - Add the form as a block that can appear anywhere on your page. For more details on how to do so, please refer to this article.
* **Status:** set to **Published** to make the form live on your storefront, or **Unpublished** to keep it hidden while you're setting it up.

### Step 2: Approval&#x20;

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2Fn4e3CHEMTKXuH9B8vNCH%2Fimage.png?alt=media&amp;token=bbcfc137-371c-4d9f-b5da-e6514046a61a" alt="" width="563"><figcaption></figcaption></figure>

Choose how incoming registrations are approved:

* **Manual approved by you:** each submission waits in the queue until you review and approve it. You can optionally hide the password field so buyers set a password only after approval.
* **Auto approve a customer if their email contains:** enter an email domain (e.g. `@mycompany.com`) and any buyer registering with that domain is approved automatically.
* **Auto approved upon registration:** all submissions are approved instantly without any review.

### Step 3: Post registration

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FMhMLD7EzryqiY4gLeffG%2Fimage.png?alt=media&amp;token=6e9e3b6d-e563-4ea0-8490-16c8cdb39d0e" alt="" width="563"><figcaption></figcaption></figure>

* **After registration, redirect customer to page:** enter the URL of the page buyers land on after submitting the form (e.g. a "Thank you" page or your homepage).
* **Add tag to customers successfully registered via this form:** automatically tag approved customers with a Shopify tag. This is useful if you want to assign them to a Customer Group automatically.

### Step 4: Form fields

In the **Fields & protection** tab, you can add, remove, reorder, and configure form fields.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F2QWQWqWh3wwhihkoo4OZ%2Fimage.png?alt=media&amp;token=404620c6-b57a-42a7-91c0-478455882f91" alt=""><figcaption></figcaption></figure>

#### System fields

System fields are pre-built fields for common B2B information. Available fields include: First name, Last name, Company, Phone, Address, City, Postal code, Country/Region, and Tax ID verification fields (VAT, ABN, GST, UK VAT).

Toggle system fields on or off depending on what information you need.

#### Custom fields

Click **Add new field** to add a custom field. Available field types include: Text, Textarea, Dropdown, Checkbox, Radio button, Number, Date, and Heading.

For each field you can configure: label, placeholder, help text, whether it's required, and for dropdowns/radios, the option values.

#### Privacy & spam protection

* **Enable privacy mandatory step:** requires buyers to accept your privacy policy before submitting.
* **Enable Google reCAPTCHA:** adds reCAPTCHA to the form to block spam submissions. If you want to use your own reCAPTCHA keys, click the link to go to the reCAPTCHA Key Setup page.

The **Preview** panel on the right shows a live preview of your form as you make changes. When you're happy with the setup, click **Save**.

### Step 4: Messages

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FhuQ6gYSR9rxOdCrh8vJc%2Fimage.png?alt=media&amp;token=dadba016-9e31-4af9-a41e-b1ab14cb4f01" alt=""><figcaption></figcaption></figure>

Edit the notification messages on your registration.

* Message colors
  * Success message color: Click the color picker to choose the exact hue for positive confirmation text (e.g., when a form is successfully submitted).
  * Error message color: Click the color picker to define the alert color for warning or failure text (e.g., when a mandatory field is left blank).
* Success messages: Expand this accordion menu to customize the actual text copy your customers will see upon a successful action.
* Error messages: Expand this accordion menu to rewrite the specific error notification copy, giving you control over how validation issues or submission failures are communicated.

***

{% hint style="success" %}

### Need Help?

If you have questions or run into issues while using any feature, we're here to help.

* 💬 **Start a** [**Live Chat** with our support team](https://go.crisp.chat/chat/embed/?website_id=a59f354c-f51f-4f84-ae9a-c0e8dd69d2e5) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we'll get back to you as soon as possible.
  {% endhint %}