Installation of the Onboarding App

Overview

This guide walks you through the complete process of setting up and using the Extend B2B Onboarding App in Shopify. By the end of this guide, you’ll be able to collect B2B registration requests from multiple channels, review and approve companies, and manage B2B customer onboarding efficiently.

Prerequisites

Before you begin, make sure:

• The Extend B2B Onboarding App is installed on your Shopify store

• Shopify B2B features are enabled on your store

• You have admin access to manage:

  • Companies

  • Metafields

  • App extensions

Steps to Set Up and Use the App

Step 1: Navigate to the Extend B2B Onboarding App

• Log in to your Shopify Admin

• Navigate to Apps → Extend B2B Onboarding App

Once the app is opened, you will see the following sections:

• Overview

• B2B Registration Form

• Company Approvals

These sections allow you to configure the registration form, review submitted requests, and manage company creation.