# Create a B2B Registration Form

## Overview

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

## 1. Create a new form

Go to **Registration Forms** in the sidebar, then click **B2B registration forms** → **Create new form**.

## 2. General configuration

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** — B2Bridge generates a URL for the form page on your store.
* **Status** — set to **Published** to make the form live on your storefront, or **Unpublished** to keep it hidden while you're setting it up.

### Approval type

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.

## 3. Post registration settings

* **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.

## 4. Customise the form fields

In the **Form customization** tab, you can add, remove, reorder, and configure form fields.

### a. 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.

### b. 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.

## 5. 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.

## 6. Preview and save

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**.

***

{% 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 %}


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