Registration Fields & Account Approval

Registration Fields & Account Approval adds your own fields to WooCommerce’s registration form, lets customers choose an account type such as Retail or Trade, and holds new accounts of some types until you approve them.

Requirements

• WordPress 6.8 or newer
• WooCommerce 10.0 or newer
• PHP 7.4 or newer
• Works with classic and block themes and WooCommerce’s own registration form. EU VAT numbers are checked with the European Commission’s VIES service.

Installation

1. Download registration-fields-approval.zip from My account > Downloads.
2. In WordPress, go to Plugins > Add New Plugin > Upload Plugin, choose the zip file and click Install Now.
3. Click Activate. The registration form starts with first name, last name and company fields. Settings are under WooCommerce > Settings > Registration, and new accounts under WooCommerce > Registrations.

Quick start: trade accounts you approve

1. Go to Registration > Account types and approval and click Add account type twice: Retail customer with the Customer role, and Trade account with your wholesale role and Approve before use ticked.
2. Go to Registration > Form fields and add the fields trade customers fill in, such as company name, VAT number and a business document. Set Show for account types to Trade account.
3. Register a test account on My account as a trade customer. You get a “New account to review” email.
4. Open WooCommerce > Registrations, check the answers and click Approve account.

Fields

Fields appear on the registration form in the order of the list. Add a field, or click a ready-made one such as EU VAT number, Phone number, Website, Business document, “How did you hear about us?” or Accept the terms.

Choice	Options
Type	Text, text area, email, phone, number, date, dropdown, choice buttons, checkboxes, a single checkbox, country, file upload, EU VAT number or heading.
Form	Required or optional, full or half width, a placeholder and help text, and the account types it shows for.
Save to	The account only, or the customer’s name or billing details, so the answer fills in checkout and appears on orders.
Customers can change it	Show the field in My Account > Account details.

File upload fields accept PDF, JPG and PNG files of up to 5 MB. Files are stored in a private folder with a random name, and only shop managers and the customer can open them. EU VAT numbers are checked with VIES as the customer registers, and the result is shown on the review screen.

Account types

With two or more account types, customers choose one when they register. Each type gives its own user role, so it works with role prices and catalog rules, and can wait for your approval. Roles that can open wp-admin are never offered.

Approval

Accounts of a type that needs approval wait under WooCommerce > Registrations, and you get an email for each one. Open an account to see the answers, documents and VIES result. Approve it with a role, or decline it with a reason; the customer is emailed either way.

While waiting decides what customers can do before approval: not log in at all, or log in and shop as Customer, getting the type’s role once approved. The approval status also shows in the Users list, with a “Waiting for approval” view, and on user profiles.

Emails

Four emails, under WooCommerce > Settings > Emails: New account to review (to you), Registration received, Account approved (with a link to choose a password when WooCommerce generated it) and Account declined.

A registration page of its own

Add the Registration form block to any page, for all account types or one of them, such as an “Apply for a trade account” page. It uses WooCommerce’s own registration, so its settings and other plugins’ fields apply too. In a classic theme use the shortcode [rfap_registration type="trade"].

Settings

Setting	What it does
Choice label	Shown above the account types on the registration form.
While waiting	Customers can’t log in until the account is approved, or they can shop as Customer and get the type’s role on approval.
Remove data	Deletes the fields, settings, registration answers and uploaded documents when the plugin is deleted.

For developers

Hook	Use
rfap_fields, rfap_account_types	The fields and account types of the form.
rfap_form_field_args	The arguments of each field on the form.
rfap_validation_errors	Validate the answers.
rfap_field_presets	The ready-made fields.
rfap_registration_saved, rfap_account_pending, rfap_account_approved, rfap_account_declined	Run at each step.
rfap_admin_capability	The capability needed to review accounts.

Copy the files in public/templates/ to yourtheme/registration-fields-approval/ to change the form.

Frequently asked questions

What happens to accounts created at checkout?

They are approved straight away as the first account type, so customers can finish their order.

Does it work with Role Based Pricing & Wholesale Prices?

Yes. Give a Trade account type the Wholesale customer role, and approved trade customers see their role prices.

Changelog