# How to add and configure the Registration wizard

The Registration wizard determines the registration procedure for new clients in the B2CORE UI, as well as the information the clients are prompted to provide during registration.

You can add several Registration wizards in order to configure separate registration procedures, for example, for individual and corporate clients.

To add and configure the Registration wizard:

{% stepper %}
{% step %}
Navigate to **System** > **Wizards**.
{% endstep %}

{% step %}
On the **Wizards** page, click **+Create** in the upper-right page corner.
{% endstep %}

{% step %}
On the **Create wizard** page, fill in the following fields:

* In the **Name** field, enter the wizard name, such as Corporate or Individual. The wizard name is displayed to clients as the name of the registration option on the **Sign up** page in the B2CORE UI.
* In the **Type** dropdown, select **Registration**.
* In the **Default** dropdown, select:
  * **Yes** — to mark the wizard as the default Registration wizard. The default wizard is displayed as the first registration option on the **Sign up** page in the B2CORE UI if more than one Registration wizard is configured.
  * **No** — to display the wizard following the default one on the **Sign up** page in the B2CORE UI if more than one Registration wizard is configured.
    {% endstep %}

{% step %}
Click **Save** to add the wizard.
{% endstep %}

{% step %}
In a wizards list, find the added Registration wizard, and click **Edit**.
{% endstep %}

{% step %}
In the **Description** field on the **Wizard** tab, optionally enter a short description of the registration procedure or any other helpful information that clients should know before they start registration. The description is displayed under the wizard name on the **Sign up** page in the B2CORE UI.
{% endstep %}

{% step %}
To configure the registration procedure steps, go to the **Workflow** tab.

By default, the following two steps are configured and placed in the order in which they are performed during registration:

* Step 1: **Basic Information** — a client is prompted to fill in the required personal information, such as an email address, first and last names, phone number, address, and password for accessing their profile in the B2CORE UI.

  To view a list of predefined fields added for the Basic Information step, click the **Edit** button located in the step row, and go to the **Custom fields** tab.

  Enable the fields that you want clients to fill in during registration and disable the others (for details, refer to [How to set up fields for the Basic Information step](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step)).
* Step 2: **User Registration** — a client is registered in B2CORE and assigned the client type and initial verification level (for details, refer to [How to configure the User Registration step](#how-to-configure-the-user-registration-step)).

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-2b18025eff93de43d1e4d6aab14cbd2c82b40103%2Fregistration-wizard-workflow.png?alt=media" alt="Workflow tab of the Registration wizard"><figcaption><p>Workflow tab of the Registration wizard</p></figcaption></figure>
{% endstep %}

{% step %}
To include additional steps in the registration procedure, click **+Add**.
{% endstep %}

{% step %}
In the **Add workflow** popup, select the step type. The possible steps:

* **Client Type** — a client is prompted to select the profile type, such as individual or corporate.
* **Email Confirmation** — a client is prompted to confirm the email address entered at the Basic Information step with a verification code sent to that email.
* **New Phone Confirmation** — a client is prompted to confirm the phone number entered at the Basic Information step with a verification code sent to that number.
* **Advanced** *(deprecated)* — this step is no longer available for adding to new Registration wizards.

  If the Advanced step was previously added to an existing Registration wizard, it's preserved and can still be modified or removed (for details, see [How to set up fields for the Advanced step](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step)).
  {% endstep %}

{% step %}
Click **Save** to add the selected step to the registration procedure. The step is added to the steps list based on the order that is predefined for each step.
{% endstep %}

{% step %}
After completing the configuration of the registration procedure steps, go to the **Wizard** tab.
{% endstep %}

{% step %}
On the **Wizard** tab, enable the wizard by selecting **Yes** in the **Enabled** dropdown.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

After enabling the wizard, the corresponding registration option is displayed to clients on the **Sign up** page in the B2CORE UI.

The image below shows an example of the the B2CORE UI **Sign up** page enabling new clients to select the **Individual**, **Corporate**, or **Partner** registration option.

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-729dd7bf83cf89a119acf02e4e306b47e2959e5f%2Fsign-up-page.png?alt=media" alt="Sign Up page"><figcaption><p>Sign Up page</p></figcaption></figure>

{% hint style="success" %}
**See also**

[How to block registration for a country](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country)
{% endhint %}