Signup Form & Wizard
Decide exactly what people fill in when they sign up. For sellers you can optionally split it into a multi-step wizard where you drag each field onto the step (“gate”) it belongs on. Find it under Store Settings → Signup Form.
Quick answer
What people fill in at signup
The built-in fields are grouped into cards. Common Signup Fields show on every signup (buyer or seller); the Buyer and Seller cards add role-specific fields. Every row is a simple on/off toggle.
Phone & terms requirements
Sellers-only marketplace
Live preview
On wider screens a Live Preview panel sits to the right and stays in view as you scroll. It shows your real signup form — logo, branding, custom labels, fields, and wizard gates — updating instantly as you change settings, so you can see exactly what buyers and sellers will. Click the Buyer / Seller cards in the preview to flip between the two views; use Open form to open the full live page in a new tab.
Rename the roles
Custom seller fields
Add any field you need to capture about a seller. Each field has three settings that decide where and to whom it appears:
- Type — text, dropdown, multi-select, checkbox, file upload, or display text (a heading + paragraph that shows on the form but collects no answer — handy for section intros or instructions).
- Where to capture — Public signup form, Managed Sellers area only (you fill it when you create the seller yourself), or Both.
- Visibility — Seller can see, or Internal only (owner-only, e.g. readiness notes — never shown to the applicant).
Managed & internal fields stay private
Mark a field Required at submit (blocks the form) and/or Required for approval (must be filled before you can approve the seller). Reorder fields by dragging the grip handle, or with the up/down arrows.
File uploads happen after signup
The multi-step wizard & gates (optional)
Entirely optional
Turn on Multi-step signup wizard to split seller signup into steps called gates. Gate 1 always holds the built-in account fields (name, email, phone, business name). You add as many gates as you like, then drag each custom field into the gate it should appear on.
- Add / remove gates with the controls under the field list. Removing the last gate moves its fields back a gate — nothing is lost.
- Empty gates are skipped on the live form, so applicants never see a blank step.
- Required fields block the step — an applicant can't advance until the current gate's required fields are filled.
Qualifying questions (turn applicants away)
A dropdown or checkbox field can act as a gate: certain answers let the applicant continue, and any other answer stops them on a friendly dead-end screen — no account is created, no email is sent. Useful for screening out applicants who don't meet your criteria (e.g. “Do you have a base in Japan?”). Tick Use as qualifying question in the field's editor.
Applicants who pick an answer that isn't ticked here can't continue.
“Required at submit” is on so the dropdown can't be skipped.
What a disqualified applicant sees:
Based on your answers, this application can't continue online right now.
Questions? [email protected]
A friendly dead end — no account created, no email sent, nothing lands in your review queue.
- Dropdown — tick which answers may continue; any other choice is turned away. Marking it qualifying auto-enables Required at submit so it can't be skipped.
- Checkbox — the applicant must tick it to continue (e.g. a confirmation); leaving it unticked turns them away.
- One shared dead-end message — set the heading, message, and an optional contact email once; it's shown whenever any qualifying answer stops someone. A field shows a Qualifying badge in the list.
Put it on Gate 1 to screen early
The “continue later” email
When the wizard is on, an applicant's progress is saved as they go, and they can be emailed a link to resume from any device. You control when that email fires:
- After Gate 1 / Gate 2 / … — sent once, after the applicant moves past the gate you choose.
- Don't send — no resume email at all.
Progress is always saved
Email verification gate
Optional — off by default
With the wizard on, you can require applicants to click a link in their email before the next gate opens. Pick the gate after which it fires — the address is verified up front, the account is created at that point, and the application is submitted on the final gate (with no second email).
What the applicant sees (verification after Gate 1):
- The verification email doubles as the resume link — so the “continue later” email can't be set to the same gate (that option is hidden to avoid two emails at once).
- Returning applicants land back on the next gate already verified; they can't step back into the gates before it.
- The final button changes from “send link” to Submit application, since the email is already confirmed.
Reviewing incomplete applications
Someone who starts signup but doesn't finish doesn't become a seller account yet — so they won't appear in the main seller list. You'll find them under Incomplete applications at the bottom of the Sellers & Buyers tab.
- See their email, how far they got (which gate), and what they entered so far.
- Resend the continue-later email to nudge them.
- Delete a draft you don't need.
Self-cleaning
Submitting & approval
When the applicant completes the form and submits, they verify their email via a magic link and a seller account is created. (With the email verification gate on, that verification already happened earlier, so submitting just sends the application.) If you have Require Seller Account Approval on (Sellers & Buyers tab), the account stays pending until you approve it — no dashboard, listings, or buyer-facing visibility until then, and you're emailed that there's an application to review.