B2B Solution | Wholesale Registration Form vs Multi-step Form

At the moment, our app is providing 2 types of custom registration form in which we call them Wholesale Registration Form and Multi-step Form. We already have dedicated user guide to know how to configure each of them and you can check them here:

• Wholesale Registration Form
• Multi-step from

However, many users are still confused at what should they use, so in this article, I will help you differentiate each of them based on the 2 Customers Type in Shopify: New Customer Account and Legacy Account.

1. Legacy Account Type
   With this customer account type, customers can login or register with password information on the store-front and an active account has to come with email & password. In this case, if you want to create a custom registration form for b2b/wholesale customers, you can only use the Wholesale Registration Form because this form can be only displayed on the store-front.
   
   Additionally, using app block, you can either add the form to any pages you want or even replace the Shopify default registration form on the /account/register page. In order to add our form to your site with app block, please check this guide for further step: Publish form to the storefront

2. New Customer Account Type
   With this customer account type, customers cannot login or register using email & password anymore in which the /account/login and /account/register page don't exist on the store-front anymore. Instead, Shopify will combine and replace them both by the OTP login page and this page is totally managed by Shopify. Basically, anyone can get to the site, leave an email, put the OTP and login. Then the information will be saved to Shopify Admin. In this case, if customers want to setup a custom registration form for B2B/Wholesale customers they can use both forms. I will explain further in the followings:

• Wholesale Registration Form
  You won't be able to add that form to the /account/register page because it doesn't exist anymore, but you will have to show the form as a separate Shopify pages as /pages/wholesale-registration-form for example. Then you can easily add that link to your header or footer so that customers can click there and access the form.
  
  You need to also put in mind that password field doesn't mean nothing with New Customer Account type so you should hide the password field from the form.
  
• Multi-step form
  The most important thing you need to aware is that this form can only be added into the header of the account page after logged-in with OTP and cannot be displayed directly on the store-front as the Wholesale Registration Form. [](https://storage.crisp.chat/users/helpdesk/website/-/c/4/a/6/c4a62a42ab467800/image_12p7ctq.png)
  => Even if you want to add a section for this multi-step form on your store-front's header or footer, customers will still have to login with OTP first in order to access the form. And in order to add this form on the header of Shopify New Customer type account page, you can check the guide I have shared at the beginning of this article.

Overall, the Wholesale Registration Form can only be displayed on Shopify store-front while the Multi-step Form can only be displayed on the Shopify New Customer type account page after you are logged-in with OTP.

If you have tried to setup on your own but it's not working properly, feel free to contact our support at support-sbc@bsscommerce.com or via our Live Chat within the app.

Hope this article is clear and helpful. Wish you a wonderful day!😊

By Jonas N.

Updated on: 25/06/2025