Set Up Registration Form

Setting up a professional, easy-to-use registration form is the first step to managing your B2B customers effectively. In this guide, we'll walk you through how to create a registration form using the Snap B2B app.

Step 1: Create Your Registration Form

Go to B2B Registration section from our app dashboard and click Create form.

This will open the form builder where you can start setting up your B2B registration form.

Step 2: Customize Your Registration Fields

You can easily customize the form fields based on the information you want to collect:

• Email and Password fields are required by default.
• Other fields like First name, Last name, or any custom fields can be added by dragging and dropping from the options panel.

If you want a field to be required, simply click on the field and switch on the Required toggle.

Step 3: Set Your Registration URL Handle

The URL handle defines where your registration form will appear on your storefront.

• You can customize the handle to match your brand or keep it short and easy to remember (e.g., registration-form).
• This handle will create a direct link you can share with your B2B customers.

For example, if you set the handle as registration-form, your form link will look like: https://yourstore.com/pages/registration-form

Step 4: Choose Your Customer Approval Method

You can decide how a customer's account gets approved once they submit the form:

Auto: The customer account is automatically activated once they register.

Manual: You review and manually approve each application from the Registration Management section.

Step 5: Manage Customer Tags and Tax Settings

By default, our app will automatically add a B2B tag to newly registered customers.

• This tag helps the app recognize and apply B2B pricing rules for these customers.
• If you prefer not to auto-tag, you can untick the Auto Tag Customers option.

You can also decide whether to auto exempt tax for customers who register through this form:

• Set Auto Exempt Tax to Yes if you want these customers to be tax-exempt automatically.
• Set it to No if you prefer to handle tax exemption manually later.

Step 6: Save and Publish

Once you're happy with your form settings:

• Click Save to apply the changes.
• Your B2B registration form is now live!

Test the form by filling it out yourself to make sure everything looks perfect.

💡 Tips

Now that your form is ready, make sure it appears correctly on your storefront! Learn how to set up the form on your storefront → How to navigate the forms from your store?

Need more help?

If you encounter any issues or have questions, feel free to reach out to our support team via [email protected] or via our live chat - we're happy to help!