Getting Started

B2B Onboard adds a professional B2B customer registration and approval workflow to your Shopify store. Customers fill out a registration form, you review their application, and with one click you can approve or reject them — creating a Shopify customer account automatically.

No theme modifications required. No code to write. The registration form runs through Shopify's App Proxy, so it lives on your storefront domain without touching your theme files.

1. Find B2B Onboard in the Shopify App Store
2. Click Install and authorize the requested permissions
3. You'll be redirected to the app's Dashboard inside your Shopify admin

That's it — the app is installed and ready to configure. A default registration form is created automatically.

On first install, a three-step setup wizard walks you through going from installation to accepting your first B2B customer:

1. Tell us where you are — Pick whether you're starting wholesale from scratch, migrating from spreadsheets or another app, or just exploring. We use this to tailor the setup.
2. Pick a starter template — Choose from Standard wholesale application, Tax-exempt reseller form, or Distributor application. Your default form is populated with the matching fields — customize anything later in Forms.
3. Copy your registration link — Your form is live at https://your-store.myshopify.com/apps/wholesale-register. Copy the link, download the QR code, or add the link to your Shopify storefront navigation. A one-click "Check installation" button verifies the link is reachable from your storefront.

Once the wizard is done, you'll land on the dashboard. When customers submit the form, they'll appear in Applications — approve or reject with one click.

If your store has been installed for more than 48 hours and you haven't received any applications yet, the dashboard shows a reminder banner prompting you to share your registration link. Use the Copy link action to copy the proxy URL, or dismiss the banner if you've already shared it elsewhere.

After you complete the onboarding wizard, the dashboard shows a Setup Guide card that tracks your progress toward going live. The guide starts at 20% — a head-start to reflect the work you already did in the wizard — and advances 20% for each completed item.

Basic items (always visible)

These three items must be completed before you go live:

1. Add registration link to storefront — Use Open menu editor to add your form link to your Shopify store navigation, then click Check installation to verify the link is reachable. Once verified the item auto-ticks.
2. Submit and approve your first application — Open your proxy form, submit a test application, and approve it from the Applications page. Auto-ticks after the first approval.
3. Customize your approval email — Personalize the email customers receive when approved. Auto-ticks once you edit the approval template in Settings.

When all three Basic items are complete, the guide shows a You're ready to go live! confirmation banner. On the Free and Starter plans the card then hides automatically on the next load. On Growth and Pro the card stays visible — showing the banner alongside the Bonus section — until every visible Bonus item is also complete or snoozed.

Bonus items

These items surface once you have met the eligibility criteria. Most are gated to Growth and Pro plans; one (configure your business VAT) appears on any plan when relevant:

• Add your business VAT for audit-ready verification (any plan; appears for EU/UK stores with VAT-collecting forms) — Configure your business VAT number in Settings → VAT Verification to enable consultation-number capture during buyer VAT checks. Auto-hides once your business VAT is saved.
• Turn on auto-approval for VAT-verified EU buyers (Growth/Pro) — Appears after 3 approvals. Auto-ticks when enabled in B2B company settings.
• Connect Shopify Flow for custom workflows (Growth/Pro) — Always visible on Growth/Pro. Navigate to automations settings to set up Flow triggers and actions.

Each item offers two deferral affordances: Not now (hides the item for 7 days) and Remind me next login (hides it for 24 hours). You can also dismiss the entire card for the current session with the × button in the header — the guide will re-appear on the next page load if there are still uncompleted Basic items.

Your registration forms are available at these URLs on your storefront:

These URLs work automatically through Shopify's App Proxy — no theme code changes needed.

B2B Onboard has four main sections, accessible from the sidebar navigation:

The Forms page lists all your registration forms. A default form is created when you install the app. You can customize it, duplicate it, or create new forms depending on your plan.

For a detailed walkthrough of the form builder, see the Form Builder Guide.

Now that you're set up, explore the detailed guides:

• Form Builder Guide — Customize fields, drag-and-drop reordering, templates, form settings
• Applications Guide — Review applications, approve/reject workflow, timeline
• Settings Guide — Branding, email templates, customer tags, data export
• Shopify Flow Guide — Automate workflows with Flow triggers and actions

Have questions? Check the FAQ or contact us at support@mentilead.com.