Getting Started
Set up B2B customer registration for your Shopify store in 5 minutes.
Welcome to B2B Onboard
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.
Installation
- Find B2B Onboard in the Shopify App Store
- Click Install and authorize the requested permissions
- 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.
Quick Start (5-Minute Setup)
Follow these steps to go from installation to accepting your first B2B customer:
- Review your default form — Go to Forms and click your default form. It comes with common B2B fields (company name, contact details). Customize it or use it as-is.
- Set your notification email — Go to Settings and enter the email address that should receive notifications when new applications arrive.
- Configure customer tags — In Settings → Customer Tags, set the tags that will be applied to approved customers in Shopify (e.g., "b2b", "wholesale").
- Share the registration URL — Your form is live at
https://your-store.myshopify.com/apps/b2b-onboard. Link to it from your navigation, footer, or a dedicated "Become a Wholesaler" page. - Review incoming applications — When customers submit the form, you'll see them in Applications. Approve or reject with one click.
Registration URL Format
Your registration forms are available at these URLs on your storefront:
| URL | Description |
|---|---|
/apps/b2b-onboard |
Default form |
/apps/b2b-onboard/{form-id} |
Specific form by ID (for multiple forms) |
These URLs work automatically through Shopify's App Proxy — no theme code changes needed.
Navigating the App
B2B Onboard has four main sections, accessible from the sidebar navigation:
| Section | What It Does |
|---|---|
| Dashboard | Overview of key metrics, pending applications, and recent activity |
| Forms | Create and manage registration forms with the drag-and-drop builder |
| Applications | Review, approve, reject, or request more info from applicants |
| Settings | Branding, customer tags, notification email, email templates, data export |
Your Forms
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.
Next Steps
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.