User Registration for WooCommerce

Complete guide to installing, configuring, and using all features of the User Registration for WooCommerce plugin by WPExperts.

Requirements
Installation
Plugin Overview & Key Features
Getting Started – Registration Forms
General Settings
Display & Customization Settings
User Approval
User Settings & Role Management
Verification
Admin Notification Emails
Notifications (Email Templates)
Invitation Codes
Custom Registration Forms
Bulk Email
Workflows
Integrations
Compatibility (Groups & Memberships)
Registration Requests
Registered Users Management
Compatibility with wholesale for woocommerce

Requirements

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Before installing the plugin, ensure your environment meets the following minimum requirements:

Requirement	Version
PHP Version	7.4 or higher
WooCommerce Version	4.0.0 or higher
WordPress Version	5.0 or higher
Tested with WordPress	6.7
Tested with WooCommerce	9.3.2+

💡 Note: Always use the latest stable versions of WordPress and WooCommerce for the best security and compatibility.

Installation

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The plugin is installed directly from the WordPress Admin dashboard.

Steps to Install

Log in to your WordPress Admin Panel.
Navigate to WordPress Admin Dashboard > Plugins > Add New.
Click the Upload Plugin button at the top-left of the screen.
Click Choose File, select the plugin ZIP file you downloaded, then click Install Now.
Click Activate Plugin once installation completes.

💡 Note: After activation, a WooCommerce submenu is added with entries for Default Form, Custom Form, Invitation Codes, Bulk Email, Workflows, Notifications, and Settings.

Plugin Overview & Key Features

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User Registration for WooCommerce extends WooCommerce’s registration experience with a drag-and-drop form builder, approval workflows, multi-channel verification, invitation codes, automated workflows, bulk emailing, and deep third-party integrations.

Core Feature Highlights

Custom Registration Forms: Build unlimited forms with a drag-and-drop field builder (Simple or Multi-Step).
Default Form Enhancement: Add billing/shipping address fields, along with custom extra fields, to the standard WooCommerce form.
Manual & Auto User Approval: Hold registrations for manual review or auto-approve by role or email domain.
Email & SMS Verification: Verify users via email link, Twilio SMS, Firebase OTP, or WhatsApp OTP.
Invitation Codes: Restrict registration to users with a valid code; set usage limits and expiry dates.
VAT Validation: Validate EU VAT numbers against the VIES service on registration forms.
Role-Based Redirect: Send users to different pages after registration based on their roles.
Bulk Email: Send targeted emails to all users, specific roles, or form-specific registrants, filtered by account status.
Workflows: Automate actions (change status, change role, send email) on a schedule or manually.
Bulk Import: Import multiple users at once via CSV upload.
Page Restriction: Restrict WordPress pages to specific user roles with a custom access-denied message.
Display Customization: Custom CSS and Flat/Rounded form style on the registration page.
Integrations: Dropbox, Google reCAPTCHA, Twilio, Firebase, WhatsApp, WooCommerce Memberships, Groups, and Wholesale for WooCommerce.

Getting Started – Registration Forms

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The plugin supports two form types: the Default Form (built on WooCommerce’s core fields) and the Custom Form (built with the drag-and-drop form builder). Both are embedded on any page via a shortcode.

Default Registration Form

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The Default Form is the fastest way to get started. It uses WooCommerce’s core user fields and can be extended to include billing/shipping addresses, as well as additional custom fields.

How to Set Up the Default Form

Navigate to WordPress Admin Dashboard > WooCommerce > Default Form.

On the right side, locate and copy the shortcode [wc-user-registration-page].

Go to WordPress Admin Dashboard > Pages > Add New. Enter a page title e.g., User Registration (Default Form), add a Shortcode block, and paste the shortcode. Click Publish to make the page live.

Return to the Default Form page and configure the three tabs: General Settings, Default Fields, and Extra Fields.

💡 Note: The shortcode [wc-user-registration-page] renders the full registration form, including any billing/shipping fields and extra fields you have enabled.

Default Fields Tab

The Default Fields tab lets you enable, disable, and rename the standard WooCommerce billing and shipping address fields on the registration form.

Billing Address Fields: Each billing field (First Name, Last Name, Company, Address, City, Postcode, Country, State, Phone, Email) can be individually enabled/disabled and marked as required.
Admin can enter a custom label for any field to replace the default WooCommerce label text.

Shipping Address Fields: The same enable/disable/required and label-override controls apply to all WooCommerce shipping address fields.
Admin can enter a custom label for any field to replace the default WooCommerce label text.

Extra Fields Tab

Opens the plugin’s drag-and-drop form builder for the Default Form, allowing you to add custom fields on top of the standard WooCommerce fields. Fields here appear on the registration page, My Account, or Checkout, depending on General Settings.

General Settings Tab

The General Settings tab is the control panel for the Default Form. It determines which address field groups appear on the form, where extra custom fields are displayed, and configures security and password options specific to this form.
Enable Billing Address Form Default Fields: Displays the standard WooCommerce billing address fields (First Name, Last Name, Company, Address, City, Postcode, Country, State, Phone, Email) on the front-end registration form. The individual fields within this group are then controlled in the Default Fields tab.
Enable Shipping Address Form Default Fields: Same as above, but for WooCommerce shipping address fields. Enabling this adds the shipping address field group to the registration form. Individual fields are controlled in the Default Fields tab.
Display Extra Fields on Registration: Enables the custom fields built in the Extra Fields tab to appear on the registration page. Without this toggled on, extra fields are built but not shown anywhere.
Display Extra Fields on My Account: Makes the same extra custom fields visible and editable on the user’s My Account page after registration.
Display Extra Fields on Checkout: Makes extra custom fields appear during the WooCommerce checkout process, allowing registered users to fill them out.
Enable Dropbox: When enabled, any file uploaded via a file-upload field on the Default Form is sent directly to the connected Dropbox account. Requires Dropbox to be connected in the Integrations settings first.
Enable ReCaptcha: Adds Google reCAPTCHA v2 to the Default Form to protect it from spam and bot registrations. Requires the Site Key and Secret Key to be configured in the Integrations settings first.
Enable Invitation Code: Adds an invitation code input field to the Default Form. Users can enter a code during registration. The code pool is managed under WooCommerce > Invitation Codes.
Make Invitation Code Required: When enabled, users cannot submit the Default Form without entering a valid invitation code. When disabled, the field appears but is optional.
Enable Confirm Password: Adds a second Confirm Password field directly below the Password field. The form will not submit if the two fields do not match, reducing password entry errors.
Enable Password Strength Indicator: Shows a visual strength meter below the password field as the user types, helping them create a stronger and more secure password.
Register Button Text: A free-text input that lets you change the label on the form submit button. Defaults to Register if left blank (e.g., Create My Account, Join Now).

Front End Impact

Before

After

Custom Registration Form

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Custom Forms are built entirely with the form builder and support all field types, per-form verification, invitation codes, reCAPTCHA, role assignment, membership plans, groups, and individual email notification templates.

How to Create a Custom Form

Navigate to WordPress Admin Dashboard > WooCommerce > Custom Form. Click Add New to open the form editor.

Enter a descriptive title (e.g., Wholesale Registration Form).

In the Form Type metabox, select Simple (single-page) or Multi-Step (paginated wizard).

Use the Form Builder metabox to add fields by clicking field type icons; drag to reorder.

Click the setting icon on any field to configure its label, placeholder, CSS class, required status, and field-specific options.

The admin can configure the field as per need.

In the User Role Options section, the Admin can add multiple user roles to which the form would be displayed if the Display User Role Dropdown radio button is selected.

In the User Role Options section, the Admin can select only one user role for which the form is displayed when the Assign Default User Role radio button is selected.

Set the Register Button Text in the Register Button metabox to use a custom submit label.

Click Publish. Copy the shortcode shown in the Shortcode metabox.

Paste the shortcode on the page where this form should appear.

Front End Impact

General Settings

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General Settings control site-wide plugin behavior: registration link visibility, post-registration redirects, default form override, password visibility, and data removal on uninstall.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > General

Registration Link

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Enable Registration Link: When enabled, a registration link appears on the WooCommerce My Account login page.

Registration Link Text: Custom label for the link (e.g., Register Here).

Registration Page: Select the page containing your registration form shortcode from the dropdown.

Front End Impact

Navigate to the My Account page.
On the My Account page, click the Registration Link.

The user will be redirected to the page configured in the Registration Page setting, where they can complete registration.

Registration Redirect

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Controls where a user is redirected immediately after successful registration. Two modes are available:

Global-based Redirection: All users are sent to the same page or URL regardless of their role.

Set Redirect Mode to None, Page.

Set Redirect Mode to URL.

User Role-based Redirection: Different roles are redirected to different pages or URLs.

Use the dynamic row builder to map each role to a page.

Use the dynamic row builder to map each role to a URL.

Override Default Registration Form

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When enabled, the WooCommerce My Account registration form is replaced by a Custom Form, which adds extra fields, invitation codes, verification, and other Custom Form features to the standard WooCommerce flow.

Disable Show Password

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When enabled, the password show/hide eye icon is removed from all registration forms.

Front End Impact

Before

After

Remove Data on Uninstall

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When checked, all plugin data (settings, form definitions, user meta) is permanently deleted when the plugin is uninstalled. Leave unchecked to retain data during plugin updates or temporary deactivation.

Display & Customization Settings

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The Display tab gives you direct control over the visual appearance of registration forms site-wide, including custom CSS injection and the choice between Flat and Rounded field styles.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Display

Registration Page CSS

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Enter custom CSS rules to style the registration form. Rules are injected directly into the registration page; do not include tags, just raw CSS declarations.
- Example use cases: changing button colors, adjusting field widths, hiding specific labels, or customizing error message styling.

User Approval

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User Approval gives you full control over who can access your store. New registrations can be held pending approval or rejection by an admin. You can also auto-approve specific roles or trusted email domains and block untrusted domains entirely.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > User Approval

Enable Approval, New User

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When enabled, all new registrations enter the Pending state. The user receives the pending message and cannot log in until an admin approves the account.

Exclude User Roles

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Select roles that bypass the manual review queue and are automatically approved on registration (e.g., auto-approve Customers but manually review Wholesale users).

Whitelist

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Enable Whitelist: Users registering with a whitelisted email domain are automatically approved.

Whitelist Domain List: Enter one domain per line (e.g., yourcompany.com).

A user registers using an email address with a domain listed in the Whitelist Domains section.

Once registration is complete, a notification will be displayed to the user. The content of this notification is configured in the Custom Message for Account Created option.

Blacklist

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Enable Blacklist: Users registering with a blacklisted email domain cannot submit a registration request.

Blacklist Domain List: Enter one domain per line.

Upon clicking the Register button, a personalized message will be displayed on the front end. The content of this message is configured in the Custom Message for Pending Request option.

Custom Status Messages

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Custom message for account created: The message appears immediately after the user submits the form, while it is pending approval.

Custom message for pending request: Message shown when the user tries to log in while still awaiting review.

Custom message for rejected request: Message shown when the user attempts to log in after being rejected.

A user attempts to register using an email address with a domain listed in the Blacklist Domains section.

Upon submission, the registration will be processed according to the blacklist settings, and the user will be shown the message configured in the Custom Message for Account Created option, if applicable.

Approving & Rejecting Users

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Go to WordPress Admin Dashboard > Users > Request. Pending users are listed with their status.

Click a user to open their profile, or use the inline Approve/Reject/Deny quick-action links in the list.
An automated notification email is dispatched to the user upon approval or rejection.

User Settings & Role Management

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User Settings defines the default role assigned at registration, optionally surfaces a role-selector dropdown on the form, controls where registration fields appear (checkout, My Account), and lets you restrict specific pages to selected user roles.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > User Settings

Default User Role

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Enable Default User Role: Toggle on to assign a fixed role to all newly registered users.

Select User Role: Choose the role from the dropdown (e.g., Subscriber, Customer, Wholesale Customer).

Front End Impact

When a user registers through the registration form and clicks the Register button.

The user will be assigned the default role configured by the administrator in the plugin settings.

User Role Dropdown on Registration Form

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Enable User Role Dropdown: Adds a role-selector field to the registration form so users can choose their role.

Include User Roles: Select which roles appear in the dropdown. Only listed roles will be available to the registrant.

Display on Checkout Page: Also shows the role dropdown during WooCommerce checkout.

Display on My Account: Shows the role dropdown on the My Account settings page.

Front End Impact

Before

After
The User Role dropdown (labeled as Select User Role) is displayed on the Registration Form.

The dropdown lists all available user roles. Users can choose their desired role during the registration process.

The user role dropdown also appears on the My Account page.

Restrict Pages by User Role

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Prevent users without the correct role from accessing specific WordPress pages:

In the User Settings tab, locate the Restrict User Role from the Selected Pages section. For each restriction row, select the user role(s) to block and the page(s) to restrict.

💡 Note: Multiple role-to-page restriction rows can be added by clicking the + button for different role/page combinations.

In the Custom Message field, enter the message displayed to users who attempt to access a restricted page. Click Save changes.

Front End Impact

When a user with a restricted role attempts to access the page, they will be shown a custom message configured by the administrator. This message will be displayed instead of the page content.

Verification

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Verification ensures that registered users own the contact details they provide. The plugin supports email link verification, SMS OTP via Twilio or Firebase, WhatsApp OTP, and EU VAT number validation. Verification can be enabled globally or per form.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Verification

Email Verification

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Enable Email Verification: Sends a verification code to the user after registration. The user must provide it to proceed further

Enable Email Verification on Checkout: Also triggers email verification for users who register during WooCommerce checkout.

The admin should navigate to WooCommerce > Settings > Accounts & Privacy and enable the “Allow customers to create an account during checkout” option in the Account Creation section.

Verification Error Message: Custom message shown when a user tries to log in with an unverified email.

Front End Impact

Navigate to the User Registration page on the website. Enter a valid email address in the registration form. Click the Get Code button.

An Email Verification Code will be sent to the provided email address.

Copy the verification code from the email and paste it into the Enter Email Code field on the registration page.

Once the correct verification code is entered, the system will validate the email address and allow the user to proceed with registration. The user can then complete the remaining registration details and successfully create an account.

Email Verification on Checkout

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Navigate to the Shop page and add a product to the cart. Proceed to the Checkout page.
Enter a valid email address in the checkout form.
Click the Get Code button to receive an email verification code.

An email verification code will be sent to the entered email address.

The user must enter the code in the Enter Code field, and upon successful verification, the account will be created automatically.

Admin Notification Emails

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This section controls which administrators receive an email when a new user registers and is awaiting approval. By default, only the primary site admin is notified; you can extend this to all admins or specific named users

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Notifications

Send Notifications to All Admins

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Toggle on to notify every WordPress user with administrator access whenever a new registration is pending approval, rather than just the primary site admin.

Send to Specific Users

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Enable the Send admin notification emails to specific users toggle.

A user search field appears. Search for and select the specific users who should receive approval request notifications.
Save changes. Only the selected users will receive alerts about pending registrations.

Notifications (Email Templates)

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The Notifications section provides fully customizable email templates for each registration event: new request, approval, rejection, and auto-approval. Each template has an independent subject and body with dynamic placeholder support and can be enabled or disabled individually.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > Emails

Available Notification Templates

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New Registration Request: Sent to admin(s) when a user submits a registration form that is pending approval.

Approve Registration Request: Sent to the user when their account is approved by an admin.

Reject Registration Request: Sent to the user when their account is rejected by an admin.

Auto-Approval Signup Request: Sent to users whose registration is automatically approved (e.g., by role or whitelisted domain).

Configuring a Notification Template

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Navigate to WooCommerce > Settings > Emails. And click Manage to open the relevant template.

Toggle Enable Notification on to activate this email type.

Enter the Email Subject line.
Compose the Message body using the WordPress editor.
Use dynamic placeholders in the body to personalize the email:
- {first_name} – Replaced with the user’s first name.
- {last_name} – Replaced with the user’s last name.
- {username} – Replaced with the user’s login username.
- {email} – Replaced with the user’s email address.
- {date} – Replaced with the date of the registration request.
- {time} – Replaced with the time of the registration request.
Click Save Changes.

Send Email to Individual User

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Admins can send a one-off email to any specific registered user from their profile:

Navigate to WordPress Admin Dashboard > Registration Request > Open a Request.

In the Send Email metabox, enter a Subject and compose the Email Body.

Click Send.

The email is dispatched immediately to that user.

The user will receive the email immediately after the administrator sends it.

Invitation Codes

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Invitation Codes restrict new registrations to users who possess a valid code. Codes can be generated automatically in bulk, added manually, or imported via CSV. Each code has a usage limit, a uses-left counter, an expiry date, and an active/inactive/expired status.

Navigate to WordPress Admin Dashboard > WooCommerce > Invitation Codes

Each invitation code record stores the following properties:

Invitation Code: The actual code string the user must enter on the registration form.
Usage Limit: The maximum number of times this code can be used in total.
Expiry Date: The date after which the code is no longer valid.

Adding Codes Manually

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Go to WooCommerce > Invitation Codes > Add Codes > Generate Manually tab.

Enter one code per line in the text area.

Set the usage limit for the codes and expiry date from the date picker.

Click Save to add the codes to the active list.

Once a code has been added, navigate to WooCommerce > All Codes. All created codes will be listed on this page, where they can be viewed and managed by the administrator.

Generating Codes Automatically

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Go to WooCommerce > Invitation Codes > Add Codes > Generate Automatically tab.

Set a prefix and suffix. Enter the quantity of codes to generate. Set the usage limit and expiry.

Click Generate.

Once a code has been added, navigate to WooCommerce > All Codes. All created codes will be listed on this page, where they can be viewed and managed by the administrator.

Importing Codes via CSV

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Go to WooCommerce > Invitation Codes > Import Codes tab.

Download the sample CSV file.

Populate the CSV file with your desired codes.

Upload the completed CSV file using the file chooser. Click Import.

The codes are added to the active list.

Once a code has been added, navigate to WooCommerce > All Codes. All created codes will be listed on this page, where they can be viewed and managed by the administrator.

Sending Invitation Codes via Email

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Invitation codes can be sent directly to users via email, allowing them to register using a unique invitation link and code. Go to WooCommerce > Invitation Codes > Email tab.

Select a page from the Registration Page dropdown. The selected page will serve as the registration destination, and a link to it will be included in the email.

Choose an active code from the Invitation Code dropdown. This code will be sent to the selected users.

Enter the recipient email address(es) in the User Email field. Multiple email addresses can be added by separating them with commas.

Configure the Email Subject and Email Message fields as required.

Enable the HTML Email option to send the email in rich HTML format.

Click the Send Email button.

Once the email is sent successfully, a notification will be displayed showing the number of emails sent (for example, “2 Emails Successfully Sent”).

Recipients will receive an email with the configured subject line, invitation code, and registration link.

By clicking the link, users will be redirected to the selected registration page, where they can complete the registration process using the provided invitation code.

Enabling Invitation Codes on a Form

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Default Form: In Default Form > General Settings, toggle Enable Invitation Code to on.

Make Invitation Required: Forces users to enter a valid code before the form can be submitted.

Custom Form: In the Custom Form editor > Form Settings metabox, check the Enable Invitation Code option.

Front End Impact

Default Form

Custom Form

Custom Registration Forms

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Custom Forms are fully configurable registration forms. Each has its own field set, form type, verification settings, role assignment, groups, membership plan integration, email templates, and post-registration redirect. You can create unlimited forms.

Navigate to WordPress Admin Dashboard > WooCommerce > Custom Form > Add New Form.

Form Type

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Set in the Form Type metabox on the right sidebar of the Custom Form editor:

Simple: A single-page form where all fields are shown at once.

Multi-Step: A paginated wizard form. Fields are split into steps. Users navigate with Previous and Next buttons.

An option will be available to add multiple pages that function as steps in a multi-step registration form.

The administrator can add and configure fields for each step by selecting them from the All Fields section.

Front End Impact

Simple
Navigate to the Custom Registration Form page. A simple single-page registration form will be displayed, allowing the user to enter the required details and complete the registration.

Multistep
Navigate to the Custom Registration Form page. A multi-step registration form will be displayed. Complete the fields on the first page, then click the Next button to proceed to the next step.

The second page will be displayed, where the user can enter the remaining details and complete the registration process.

Form Builder & Available Fields

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Drag and drop fields from the field palette into the form canvas. Click the pencil icon on any placed field to configure its properties.

Standard Fields

Username, Email, Password, Confirm Password, Phone, First Name, Last Name.

Address Fields

Billing Address (individual sub-fields), Shipping Address (individual sub-fields).

Input Fields

Text Field, Textarea, Number, Date Picker, File Upload, Hidden Field.

Selection Fields

Dropdown (Select), Radio Button, Checkbox, Country List.

Security & Validation Fields

Invitation Code field, Google reCAPTCHA, VAT Number.

13.3 Advanced Options

Per-form toggles available in the Form Settings metabox:

Enable Confirm Password: Adds a Confirm Password field to this form.
Enable Password Visibility: Adds the show/hide eye icon to the password field.
Enable Password Strength Indicator: Shows a visual password strength meter.
Enable Invitation Code: Adds an invitation code field to this form.
Make Invitation Required: Forces a valid code to be entered before submission.
Enable Dropbox: Upload file attachments from this form to the connected Dropbox.
Enable ReCaptcha: Adds Google reCAPTCHA v2 to this form (requires keys configured in Integrations).
Enable Email Verification: Sends a verification email after form submission.
Enable VAT: Adds EU VAT number validation to this form.

User Roles Metabox

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Controls the role assigned to users who complete this form. Two modes:

Display User Role Dropdown: Displays a role selector on the form. Select which roles appear in the dropdown via the multi-select.

Assign Default User Role: Silently assigns a fixed role to all users who submit this form. Select the role from the dropdown.

Groups Metabox

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Requires the Groups plugin to be installed and active.

Enable Groups: When enabled, users who complete this form are added to the selected Groups.

Include Groups: Multi-select dropdown listing all available Groups. Select one or more groups to assign on registration.

Front End Impact

The Select User Group dropdown will be displayed on the Custom Registration form.

Users can choose from the available groups during registration and register under their preferred group.

Once registration is complete, the user will be assigned to the user group selected during registration.

Register Button Text

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Enter a custom label in the Register Button metabox to replace the default Register button text on this specific form.

Front End Impact

Before

After

Bulk Email

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Bulk Email lets admins send a single email to a large group of registered users at once. Targeting can be by user role, by registration form, and additionally filtered by account status. Templates are saved and can be re-sent at any time.

Navigate to WordPress Admin Dashboard > WooCommerce > Bulk Email

The Bulk Email feature allows the admin to send emails to multiple users at once. Emails can be sent to all users under a specific role or to users registered through a specific form.

Go to WooCommerce → Bulk Email.

You will see a list of all bulk email templates created earlier.

Use the filters (Form, User Role, Email Status) to manage or search existing templates.
You can create a new bulk email by clicking Add New.

Add / Edit Bulk Email

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When you click Add New, you’ll be taken to the Bulk Email editor screen. This section contains one main part:

Email Configuration

Email Configuration

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This metabox allows you to define how and to whom the bulk email will be sent.

Title

Enter a title for your bulk email.
This title helps the admin identify the email in the Bulk Email list (e.g., “Welcome Email for New Users” or “Discount Offer for Subscribers”).

Email Type

Choose how the bulk email should be sent:

General – Send an email to all users belonging to specific User Roles.
Form Specific – Send an email to users who registered through a specific form.

General

After selecting General, choose the desired roles from the Select User Role dropdown.

The email will be sent to all users under the selected roles.

Form Specific

Click on the Form Specific radio button to enable this option.

This is used to send emails to users who registered through a specific Form.
Once selected, a Form dropdown will appear where you can choose the registration form.

Select the registration form whose users should receive this email.

Select one or multiple User Roles from the dropdown.

Works for both General and Form Specific email types.

User Account Status

Select the user account status for which the email should be sent.
- Only one option can be selected at a time.
- Default – Sends email to all users, regardless of their account status.
- Active – Sends email only to users with active accounts.
- Inactive – Sends email to users who are marked as inactive.
- Pending – Sends email to users whose registration or approval is still pending.

Subject

Enter the subject line for the email.
This will be visible to the users in their inbox.

Email Body

Write the main content of the email.
You can use text formatting, images, or links using the WordPress text editor.

Send Button

Before sending, click on Update or Publish to save the email settings.

Then click Send Now to send the email to all selected users.

Once sent, a success alert will appear confirming that the email has been successfully delivered.

Workflows

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Workflows automate actions that run when registration-related conditions are met. Each workflow targets a specific form, and its tasks are triggered by account status, field values, or a submission time window. Tasks can change the user’s status, reassign their role, or send a custom email — on a schedule or manually.

Navigate to WordPress Admin Dashboard > WooCommerce > Workflows

The Workflow feature enables administrators to automate multiple actions simultaneously, such as changing user status, updating user roles, or sending emails. Tasks can be run instantly or scheduled for later.

Navigate to WooCommerce > Workflow.

Here you will see a list of all workflows with:
- Status – Enable or disable a workflow.

Run Now – Instantly execute the workflow.

Filters – Filter workflows by Form.

Add New Workflow

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Go to WooCommerce > Workflow > Add New.

Add the following details:

Title

Enter a title for your workflow.
This helps the admin identify the workflow in the list (e.g., Activate Pending Users or Assign Role to Gym Members).

General Settings

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Description

Add a short note about what the workflow does.

Form:

Select the form. The workflow will run based on this form.
The dropdown includes:
- Default Form – Runs the workflow for the default system form.
- Custom Form – Runs the workflow only for the custom form.

Task Configuration

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User Account Status

This option allows the admin to filter and run the workflow based on users current account status. By enabling it, the admin can target only specific users such as Approved, Pending, or Rejected.

Enable the toggle button to activate this option.

Once enabled, a Select Status field will appear.

Choose one status from the available options: Approved, Pending, or Rejected.

The task will run only for users with the selected status.

Field Value

This option allows the admin to run the workflow based on specific form field values. By enabling it, the admin can target users who match certain criteria.

Enable the toggle button to activate this option.

Once enabled, a field row will appear.
Select a form field and enter a value (e.g., Country = Canada).

Click the + (plus) button to add more field rows if needed.
You can also remove a field row at any time.
Now, the task will be performed on the basis of values of certain fields that exist in certain entries.

Submission Period:

This option allows the admin to run the workflow based on when users submitted the form. By enabling it, the admin can target users who submitted the form before or after the workflow was created, using a specific number of days to define the time range.

Enable the toggle button to activate this option.

Once enabled, the options Form Submitted Before Task and Form Submitted After Task toggle will appear.

Toggle the option and enter the number of days to define the time range.

Task Action

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This section allows the admin to define what actions will be performed when the workflow runs.

Change User Account Status

This action allows the admin to update the account status of users included in the workflow. The admin can choose to do nothing, or change the status to Active, Pending, or Rejected, depending on the task requirement.

Select the desired action for the user status.
Available options: Do Nothing, Pending, or Rejected.

The selected status will be updated for all users who meet the workflow criteria.

Change User Role

This action allows the admin to update the user role of all users included in the workflow. The admin can select a new role from the dropdown, and the selected role will be assigned to the users when the workflow runs.

Choose a new user role from the Select Role dropdown.

The selected role will be assigned to users included in the workflow.

Send Email

This action allows the admin to send an email to users when the workflow runs. When the toggle is enabled, the Subject and Email Body fields will appear, allowing the admin to enter the email content to be sent to the selected users.

Enable the toggle button to send an email.

Once enabled, the Subject and Email Body fields will appear.
Enter the email content to notify users when the workflow runs.

Task Schedule

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This section allows the admin to set when and how often the workflow will run.

Perform Task:

Choose how the task should run Scheduled or Manually.

Start Task On:

Select a date and time for when the scheduled task should start.

Run Task:

Choose how often the workflow should run.
Available options: Once an Hour, Once a Day, Twice a Day, or Once a Week.

After configuring all the settings, click on the Update or Publish button to save the workflow.

Task Output

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Navigate to Users > Requests

Before Running Workflow: The selected users will show their current status (e.g., Pending or Denied).

After running the Workflow, the status of those users will be updated according to the workflow action (e.g., changed to Approved or Denied).

Now, navigate to Users > All Users

Before running Workflow, Users will display their existing roles (e.g., Subscribe, Shop manager).

After running the Workflow, the user roles will be updated to the new role selected in the workflow.

💡 Note: Manual workflows can be triggered at any time from the Workflows list using Run Now. Useful for one-off batch operations such as approving all registrations from a specific period.

Integrations

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All external service credentials are managed in the Integrations tab. The plugin connects with Dropbox (file storage), Google reCAPTCHA (spam protection), Twilio or Firebase (phone OTP), and WhatsApp (messaging verification).

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Integrations

Dropbox

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Stores file-upload field attachments from registration forms in your Dropbox account.

Click the Connect button next to Dropbox to begin OAuth authentication.

Authorize the plugin in your Dropbox account. The account will be connected.

Once Dropbox has been connected, you can enable Dropbox synchronization for both Default and Custom Registration Forms.

Default Registration Form

Navigate to WordPress Admin Dashboard > WooCommerce > Default Form > General Settings and enable the Dropbox option.

Custom Registration Form

Navigate to WordPress Admin Dashboard > WooCommerce > Custom Forms, and edit the desired form.

Locate the Dropbox option in the Advanced Settings metabox on the right-hand side. Enable the option to activate Dropbox integration for that form.
Once enabled, registration data submitted through the form will be automatically synchronized with your connected Dropbox account.

The administrator can manually send a user’s registration data directly to the connected Dropbox account. Navigate to WordPress Admin Dashboard > Users > Edit User.

Locate the Integration Settings section. Under the Dropbox option, click the Send Data button. Once clicked, the selected user’s data will be exported and sent to the connected Dropbox account.

The data will sent to your dropbox account.

Google reCAPTCHA

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Visit Google reCAPTCHA and click the Admin Console button.
Create a new reCAPTCHA configuration by entering the required details.
Under reCAPTCHA Type, select reCAPTCHA v2 and choose the “I’m not a robot” Checkbox option.
Complete the remaining fields and click Submit.

After the configuration is created, Google will generate a Site Key and a Secret Key.

Copy both keys and navigate back to the plugin’s Integration settings. Paste the values into the reCAPTCHA Site Key and reCAPTCHA Secret Key fields.

Click Save Changes to apply the configuration. Once the settings are saved successfully, a confirmation notification will be displayed.

Enabling reCAPTCHA for the Default Registration Form

Navigate to WordPress Admin Dashboard > WooCommerce > Default Form > General Settings and enable the reCAPTCHA option.

Once enabled, the Google reCAPTCHA verification will be displayed on the default registration form to help prevent spam registrations.

Enabling reCAPTCHA for the Custom Registration Form

Navigate to WordPress Admin Dashboard > WooCommerce > Custom Forms, and edit the desired form.

Locate the reCAPTCHA option in the Advanced Settings metabox on the right-hand side. Enable the option and update the form.

Once enabled, Google reCAPTCHA verification will be displayed on the selected custom registration form.

Enable VAT Validation (VIES)

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Enable the VAT option by clicking the toggle button in the Enable VAT setting.

Enter a custom message in the VAT Error Message field. This message will be displayed on the front end whenever a user enters an invalid VAT number or VAT validation fails.

Enabling VAT Validation for the Default Registration Form

Once enabled, the VAT field will be displayed on the registration form, allowing users to enter their VAT number during registration.

Enabling VAT Validation for the Custom Registration Form

Navigate to WordPress Admin Dashboard > WooCommerce > Custom Forms, edit the desired form, and locate the VAT option in the Advanced Settings metabox on the right-hand side.

Enable the option and update the form. Once enabled, a VAT field will be displayed on the selected custom registration form, and submitted VAT numbers will be validated using the configured VIES settings.

SMS Provider Selection

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Choose which service delivers phone OTP codes. Select Twilio or Firebase using the Get SMS By radio buttons in the Integrations tab.

Configuring Twilio Integration

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Enable the Twilio option by clicking the toggle button in the Twilio Settings section.

Open a web browser and sign in to Twilio Console using your Twilio account credentials.
After logging in, navigate to your account dashboard and locate the following credentials:
- Account SID
- Auth Token
- Twilio Phone Number

Copy these credentials and return to the plugin’s Twilio Settings section.
Paste the values into their respective fields:
- Twilio SID
- Twilio Access Token (Auth Token)
- Twilio Phone Number

Enter a custom message in the Twilio Message field. This message will be sent along with the OTP to users during phone verification.
Click Save Changes to store the configuration.

Once the settings are saved successfully, Twilio will be configured and ready to send OTP verification messages to users.

Front End Impact

Navigate to the registration form on the website.
Enter your phone number in the Enter Your Number field. Click the Get Code button.

A success message will be displayed, and an OTP will be sent to the phone number entered.

Enter the received OTP into the Verify Code from SMS field on the registration form.

Once the correct OTP is entered, the phone number will be verified, allowing the user to proceed with registration.
If an incorrect OTP is entered, the system will display an error message indicating that the provided OTP is invalid and verification has failed.

Firebase Authentication Integration

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Log in to your Firebase account and navigate to the Firebase Console.

Create a new project following the Firebase Console Documentation.

Once the project is created, copy the required credentials for integration with User Registration.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Integrations.

Select the Firebase option in the Get SMS by option.

Enable Firebase Authentication by clicking on the Enable Firebase Authentication toggle button.

Enter the API Key, Auth Domain, Project ID, Storage Bucket, Messaging Sender ID, and App ID.

Click on the Save Changes button to save the settings.

Front End Impact

Default Form
Go to the Default User Registration form page and fill in the required details.

Enter the phone number and click Get Code to receive a code in a text message.

The code will be sent to the provided number.

Enter the received code in the Verify Code From SMS field and click Submit to proceed.

The user will be registered.

Custom Form
Navigate to WordPress Admin Dashboard > WooCommerce > Custom Form > Edit Custom form.

Locate the Enable Firebase Authentication option in the Advanced Options and Enable it.

Click on the Update button to save the changes.

Go to the Custom User Registration form page and fill in the required details.

Enter the phone number and click Get Code to receive a code in a text message.

The code will be sent to the provided number.

Enter the received code in the Verify Code From SMS field and click Submit to proceed.

The user will be registered.

WhatsApp Integration (Twilio)

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Log in to your Twilio account and add a new sender, following the Twilio documentation for WhatsApp integration.

Create a Content Template Builder following the Twilio documentation.

Once the sender is added and the template is created, copy the Account SID and Auth Token from the Account Dashboard in Twilio to configure the plugin.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Integrations > WhatsApp Settings.

Enable the WhatsApp option and enter the Twilio Access Token, Twilio SID, and WhatsApp sender number, along with the message and, if necessary, an error message if needed.

Click on the Save Changes button to update the settings.

Front End Impact

Default Form
Go to the Default User Registration form page and fill in the required details.

Below the Phone Number field, a Get Code button with a WhatsApp logo will appear.

Enter the phone number and click Get Code to receive a message on WhatsApp.

The code will be sent to the provided whatsApp number.

Enter the received code in the Verify Code From WhatsApp field and click Submit to proceed.

The user will be registered.

Custom Form
Navigate to WordPress Admin Dashboard > WooCommerce > Custom Form > Edit Custom form.

Locate the Enable WhatsApp Verification option in the Advanced Options and Enable it.

Click on the Update button to save the changes.

Go to the Custom User Registration form page and fill in the required details.

Below the Phone Number field, a Get Code button with a WhatsApp logo will appear.

Enter the phone number and click Get Code to receive a message on WhatsApp.

The code will be sent to the provided WhatsApp number.

Enter the received code in the Verify Code From WhatsApp field and click Submit to proceed.

The user will be registered.

Compatibility (Groups & Memberships)

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The Compatibility tab provides global configuration for two third-party integrations: Groups (for user group assignment) and WooCommerce Memberships by SkyVerge (for membership plan assignment). Both can also be configured at the level of the individual Custom Form.

Navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Compatibility

Groups Integration

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Requires the Groups plugin to be installed and active.

Enable Groups: When enabled, the plugin can assign registered users to Groups.

Include Groups: Multi-select listing all available Groups. Users registering through forms with Groups enabled will be added to these groups (or overridden at the form level).

Front End Impact

Default Form
The Select User Group dropdown will be displayed on the default registration form. Users can choose from the available groups during registration and register under their preferred group.

Once registration is complete, the user will be assigned to the user group selected during registration.

WooCommerce Memberships by SkyVerge

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To add a Membership Plan, navigate to the WordPress Admin Dashboard > WooCommerce > Memberships > Membership Plans > Add New Membership Plan.

Follow the WooCommerce Membership documentation to add membership plans.

Set Grant Access Upon option to User Account Registration and Publish the membership plan.

Default Form

To enable the membership plan selection in the Default form, navigate to WordPress Admin Dashboard > WooCommerce > Settings > User Registration > Compatibility.

Locate the Enable Membership toggle button and Enable it.

There are two ways to Show Membership Plans to the user.
- All Membership Plans: Displays all available membership plans in a dropdown on the form.

Specific Membership Plans: This option adds a multi-selector to the settings, allowing the admin to choose which membership plans will be displayed to the user on the form.

Click on the Save Changes button to update the settings.

Front End Impact

Go to the Default User Registration page.
When the admin selects All Membership Plans in the Show Membership Plans setting, a dropdown will display all available membership plans.

If Specific Membership Plans is selected, a dropdown will appear showing only the membership plans specified by the admin.

Custom Form

To enable Membership Plan Selection in a Custom Form, navigate to WordPress Admin Dashboard > WooCommerce > Custom Forms > Edit Custom Form.

Locate the Membership Plans meta box on the side.

Enable the toggle button to activate membership plans.

There are two ways to display membership plans to users:
- All Membership Plans: Displays all available membership plans in a dropdown on the form.

Specific Membership Plans: This option adds a multi-selector to the settings, allowing the admin to select specific membership plans to display on the form.

Click the Update button to save the changes.

Front End Impact

Go to the Custom User Registration page.
When the admin selects All Membership Plans in the Show Membership Plans setting, a dropdown will display all available membership plans.

If Specific Membership Plans is selected, a dropdown will appear showing only the membership plans specified by the admin.

After selecting the plan, the user will be listed in the WordPress Admin Dashboard > WooCommerce > Membership > Members List.

PLEASE NOTE: Both users who registered through the Custom or Default registration form and selected a Membership Plan will be listed here.

💡 Note: Group and Membership settings at the Custom Form level override these global Compatibility settings for that specific form.

Registration Requests

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When manual approval is enabled, each new registration creates a Registration Request entry — a dedicated record that captures all submitted user data and allows the admin to review, approve, reject, or deny the request from a single screen.

Navigate to WordPress Admin Dashboard > Users > Requests

Viewing Requests

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The Registration Requests list shows all pending, approved, and rejected requests. Each row displays the user’s name, email, registration form used, Requested Role, and current status.

Request Detail View

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Clicking a request opens its detail screen, which displays:

User Information: User ID, Email, Display Name, Username, and Current Role.
Requested Role: The role the user selected or was assigned during registration (editable before approving).
Form: A link to the registration form the user submitted through.
View Customer Details: A quick link to the full WordPress user profile.

Changing Request Status

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Open a Registration Request from the list.

In the Status metabox, change the status to Approve, Pending, or Deny using the dropdown.

Optionally change the Requested Role to assign a different role than the submitted one.

Click Update to save. The appropriate notification email is automatically sent to the user.

Send Email from Request

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A Send Email metabox is available on each Registration Request detail screen, allowing you to send a one-off custom email (subject + body) directly to that user.

Bulk Import User

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This feature enables administrators to bulk-create user accounts by uploading a CSV file. A sample template is provided for entering user details, and an optional setting allows login credentials to be emailed automatically to newly created users.

Default Form

For the Default form, navigate to WordPress Admin Dashboard > WooCommerce > Default Form > General Settings.

Locate the Sample CSV meta box and click Download to get the Default Form CSV file.

Once downloaded, add the necessary details to the CSV file before uploading it to the system.

To upload the CSV file, navigate to WordPress Admin Dashboard > Users > Bulk Import Users.

Select a form from the Select a Form dropdown, where all available forms will be listed.

Choose the CSV file and upload it using the Upload CSV File option.

To send login credentials to new users, check the Send Email option.

Click the Import button to complete the process.

The users in the CSV file will be registered in the All Users tab.

The credentials will be sent to the user via Email.

Custom Form

For the Custom Form, navigate to WordPress Admin Dashboard > WooCommerce > Custom Form.

All Custom Forms will appear. Click on the download button in the download sample CSV column.

Once downloaded, add the necessary details to the CSV file before uploading it to the system.

To upload the CSV file, navigate to WordPress Admin Dashboard > Users > Bulk Import Users.

Select a form from the Select a Form dropdown, where all available forms will be listed.

Choose the CSV file and upload it using the Upload CSV File option.

To send login credentials to new users, check the Send Email option.

Click the Import button to complete the process.

The users in the CSV file will be registered in the All Users tab.

The credentials will be sent to the user via Email.

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