> 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/manage-approve-and-notify-your-customers.md).

# Manage, approve and notify your customers

### Overview

After buyers submit your B2B Registration Form, their applications appear on the **Manage registrations** page. From here you can review, approve, reject, and manage all incoming B2B applications.

Go to **Registrations** in the sidebar.

<figure><img src="/files/au6pcoQ0jAxB22Y7LyCa" alt="" width="563"><figcaption></figcaption></figure>

Use the filter tabs at the top of the table to view registrations by status:

* **All:** shows every submission
* **Pending:** submissions awaiting your review
* **Approved:** customers you have already approved
* **Rejected:** submissions you have declined

You can also search by email address using the search bar.

### 1. Approve a registration

Click the **Approve** button to a pending registration.&#x20;

<figure><img src="/files/a1DoNba1jV2VggioErnM" alt="" width="563"><figcaption></figcaption></figure>

You can also open the registration by clicking on the **Edit** button and click **Approve**.

<figure><img src="/files/WSZNwRa0sctlnfOLkCbM" alt="" width="563"><figcaption></figcaption></figure>

You have two scenarios with two options:

Scenario 1: You are using Customer Groups

* **Approve:** creates a B2B account and sends an approval email to the customer
* **Approve & add to Customer Group:** approves the customer and adds them to a Customer Group you created before

Scenario 2: You are using Company accounts

* **Approve:** creates a B2B account and sends an approval email to the customer
* **Approve & add to existing company accounts:** approves the customer and adds them to a Company account you have created before

If you choose the second option, you will need to assign **Role** to the one you just approved after choosing company account for them. Use the dropdown bar to choose Role.<br>

<figure><img src="/files/pZDiMrH50rPstbzpIreI" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If the customer's email already exists in your Shopify store, B2Bridge will ask you to confirm before overwriting their account details.
{% endhint %}

Click the **Reject** button next to a pending registration. A confirmation modal appears to confirm to reject. A rejection email is sent to the customer if you have that notification enabled

<figure><img src="/files/JkQCbqzScKMce5uJsUeJ" alt="" width="518"><figcaption></figcaption></figure>

### 2. Notify your customers

Go to Settings > Email notifications:

<figure><img src="/files/UIJhNuq8Tnftwm2YwXSk" alt="" width="563"><figcaption></figcaption></figure>

In **Email notifications** > **Registration Form** emails, make the changes here:

To further edit the emails, click on the **Edit** button, you'll find the email edit section where you can edit all 5 emails.

<figure><img src="/files/F1L8cyOvBXVMw4Oytncn" alt=""><figcaption></figcaption></figure>

### 3. Manually create customers

From **Registration** section, find **Add customer.**

<figure><img src="/files/BgmIqfQFKLtChs6QScjw" alt="" width="345"><figcaption></figcaption></figure>

In Add customer, you 1st choose the form and fill out the information accordingly.

<figure><img src="/files/ehyTJLVfvp6EcEc0FScs" alt=""><figcaption></figcaption></figure>

### 4. Import customers

This is ideal if you already have an existing customer list and want to onboard them quickly.

From the **Add customers** dropdown, select **Import customers**.

<figure><img src="/files/Te9lP0mLM2W9da4xuj8h" alt=""><figcaption></figcaption></figure>

In the pop-up, select the form you want to use for the import, then click **Continue**.\
The selected form defines which fields will be included in your import file.

<figure><img src="/files/RNWrbyCs50av9oumkfg1" alt="" width="525"><figcaption></figcaption></figure>

Click **Download a sample file** to get a template.\
This file is automatically generated based on your form. For example, if your form has 5 fields, the CSV will contain the same 5 columns.

<figure><img src="/files/k9jPLzMmZyE6soTJBTOk" alt="" width="518"><figcaption></figcaption></figure>

Fill in your customer data following the format in the sample file and save it as a `.csv`.

Click **Add file**, upload your completed CSV, then click **Save** to complete the import.

Your customers will now be added according to the selected form settings.

***

{% 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 %}
