Build custom registration forms for wholesale buyers with a drag-and-drop field builder. Collect business information upfront, route new registrants through an approval workflow, and auto-assign roles when approved.
Build your registration form without code. Add, remove, and reorder fields: text, select, checkbox, file upload, textarea, date. Mark fields required or optional.
New registrants are assigned a "Pending Approval" role and held for review. You see all pending applications in a dedicated admin queue with their submitted data.
From the admin queue, review the application and click Approve (assigns the target wholesale role) or Reject (sends rejection email). Bulk approve/reject supported.
Set which role approved registrants receive. Can vary by business type field — distributors get one role, retailers get another, automatically.
Automatic emails on submission (to admin), approval (to buyer), and rejection (to buyer). All email templates are customisable.
Embed the form anywhere with [woob2b_registration] or set it as the WooCommerce My Account registration replacement.
Go to B2B Commerce Kit → Settings → Features → Custom B2B Registration and toggle on.
Go to B2B Commerce Kit → Registration → Form Builder. The default fields (Name, Email, Password) are always present. Drag in additional fields: Company Name, Business Type (dropdown), Tax ID (text), Resale Certificate (file upload), etc.
In Settings → Registration Settings → Role for New Registrants, choose your "Pending Approval" role (create it first in User Roles).
Choose which role gets assigned on approval. This can be a single role (e.g. Wholesale Bronze) for all approvals, or set up conditional auto-assignment based on a field value.
Either add [woob2b_registration] to a page, or in Settings → Registration Settings enable "Replace WooCommerce My Account Registration" to automatically show your form there.
Go to B2B Commerce Kit → Registrations. Pending applications show with all submitted field values. Click Approve or Reject. Bulk actions are available.
| Field Type | Use for | Example |
|---|---|---|
Text | Company name, Tax ID, website | "Company Name *" |
Select / Dropdown | Business type, industry, country | "Business Type: Retailer / Distributor / Wholesaler" |
File Upload | Resale certificates, licences, documents | "Upload your resale certificate (PDF, JPG)" |
Textarea | Notes, description, additional context | "Tell us about your business" |
Checkbox | T&C acceptance, opt-ins | "I agree to the wholesale terms and conditions" |
Number | Estimated annual spend, headcount | "Estimated monthly order value ($)" |
Guests see "Register for wholesale pricing." After registration they're Pending Approval — prices still hidden. After approval they're Wholesale Bronze — prices appear.
Collect the tax exemption certificate as part of the registration form — a File Upload field. Admin reviews both the business and the certificate together before approving.
Yes. In Settings → Registration Settings, set "Approval Mode" to "Auto-Approve." Registrants go straight to the approved wholesale role without manual review. This is useful when you're not yet sure you need an approval gate, or for less restricted product lines. You can switch between manual and auto-approval at any time.
No. Existing users just need their B2B role assigned — either manually via the user edit screen, or in bulk via the User Roles admin. The registration form is only for new sign-ups. You can also import a CSV of existing customers and assign them roles in bulk.
Yes. Enable "Admin Email on New Registration" in Settings → Registration Settings. You'll receive an email for each new submission with a direct link to the admin review screen. You can also use the woob2b_registration_approved hook to trigger additional actions on approval — like awarding welcome points or creating a company account automatically.