Creating a setup wizard (and when you shouldn’t)

Wizard UIs are step-by-step interfaces designed to guide users through complex tasks by breaking them down into manageable steps, ensuring a smooth and error-free experience. Unlike tooltips, which provide optional guidance, wizard UIs require user interaction at each step, preventing errors caused by completing actions out of order. Effective wizard UIs adhere to usability heuristics such as simplicity, visibility of system status, error prevention, and recovery, enhancing user satisfaction and engagement. They are most suitable for tasks that require specific sequences, such as software installations, account setups, online checkout processes, and complex forms, providing contextual guidance and support to users throughout the process. By transforming complex processes into intuitive experiences, wizard UIs ensure users feel supported and accomplished.