Manage, approve and notify your customers

If you have a B2B registration form on your store, you'll need a place to manage all of your registrations. Especially if your form requires you to manually approve every registration.

1. Manage and approve your customers

From our app, head to Form -> B2B Registration Forms.

On this page, head to Manage registration:

You should see this page:

You can also open the registration to view the details by clicking on the button:

2. Notify your customers

In the Manage registrations page, find Tax ID & email -> Email notifications:

In Email notifications, you can find 5 different emails sending to you or your customers.

To further edit the emails, click on , you'll find the email edit section where you can edit all 5 emails.

3. Manually create customers

From the same button group, find Add customer.

In Add customer, you 1st choose the form and fill out the information accordingly.

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If you need help with the app, feel free to reach out to us at [e-mail] or send us a message via the in-app chat box.