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 using [woob2b_registration_form]. Optionally replace the default WooCommerce My Account registration page automatically — no shortcode needed in that case.
Show or hide form fields based on other field values. For example: show the "Resale Certificate" upload only when "Business Type" is set to "Retailer." Logic rules are built visually — no code required.
Go to WholesaleNode → Settings → Features → Custom B2B Registration and toggle on.
Go to WholesaleNode → 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_form] to any page or post, or in Settings → Registration Settings enable "Replace WooCommerce My Account Registration" to automatically show your form on the My Account registration screen without any shortcode.
Go to WholesaleNode → 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 ($)" |
| Shortcode | Where to use it | Notes |
|---|---|---|
[woob2b_registration_form] | Any page, post, or widget area | Renders the full B2B registration form. No attributes required. Only shown to logged-out users by default. |
Each form field can have conditional display rules. A field is shown or hidden based on the value of another field in the same form. Rules are set in the Form Builder — no code required.
| Condition type | What it does | Example |
|---|---|---|
Show if | Field is hidden by default and only appears when the condition is met. | Show "Resale Certificate Upload" only when "Business Type" = "Retailer" |
Hide if | Field is visible by default and is hidden when the condition is met. | Hide "Tax ID" when "Country" = "US" |
Multiple conditions | Chain AND/OR conditions. All or any must be true before the field shows. | Show "Distributor Region" only when Business Type = "Distributor" AND Country = "US" |
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.
Use [woob2b_registration_form] — add it to any page or post. The form is automatically hidden for logged-in users. If you want to replace the standard WooCommerce My Account registration screen entirely, enable the "Replace WooCommerce My Account Registration" option in Settings → Registration Settings instead — no shortcode needed in that case.
Yes — this is conditional field logic. In the Form Builder, click any field and set a "Show if" or "Hide if" rule targeting another field's value. For example: show "Resale Certificate" only when "Business Type" equals "Retailer." Multiple AND/OR conditions are supported per field. Logic is evaluated in real time as the user fills in the form.
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.