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Well Roger's answer sums it up pretty nicely but here is another reference I found from PC Mag (that agrees that 91/92 is when this type of wizard arrives from Microsoft). PC Mag - Oct 26, 1993 Microsoft sparked the trend with a series of Wizards that came with Microsoft Publisher 1.0, Microsoft Excel for Windows 4.0, and Microsoft Access. Eschewing the ...


It's not really a UX question, but... In the context you imply (i.e. a software assistant) then 1991/1992 was the first mention or introduction of wizards as you can read in the answers to the question Origin of the term “wizard” in computing on the English stack exchange site.


Wizards are useful for stepping the user through a sequence of steps to accomplish a goal. They are sequential by nature. Mostly useful for breaking down complex operations in simple steps where efficiency(how fast can the users perform a certain task) is not too important. Refer to this link : for more on when to use Wizards: ...


the pros would be that the user is already familiar with the wizard as they used it before already. the cons is that the user cannot see a full view of what they entered on one screen. i think a good balance between two is to show each step of the wizard as a category or as tabs. the advantage is it's no longer a sequence and the user can access each step ...


I would also suggest you make the box red rather than green. Green gives off the feeling it is completed successfully, IMO red would imply more action is required.


Not a full answer, but your approach #1 is wrong, as you likely guessed. Bank of America has a similar page when transferring money between accounts or to a friend's account. You pick the from account, the to account, the total amount, the date of the transfer, then hit next. Then you're on the "review everything" page. Once you click "complete transfer", ...


Add a 'confirmation' tab last, after 'submit' (and change 'submit' text to 'summary'), so the user knows there's another section to go before they're done. It's odd for user to be on the last step in tabbed checkouts, but not be done.


Is there a very good reason why you are putting the confirmation page after the payment details page? Normally, one confirms their email address and shipping details, followed by the payment details (card numbers have checksums to guard against typos, negating any need for additional validation). Furthermore, most banks require some form of 2-factor ...


I don't like the words Submit Request - as a designer that is what pressing the button does. For a user, it is more-or-less as meaningless as Press This Button. I don't think Send Request is much better, possibly worse (where is the request going to be sent to?). I suggest Place Booking if that is what your system is about: booking a course somewhere. ...


You should really change the wording on your primary action buttons to make it absolutely clear. "Submitting request" or "Send request" is what your browser does when the user clicks a link or button, but "Pay for session" is what the user wants or has to do in this context to continue. By using a modal dialog you show the user that he has to complete the ...


Change the behavior to fit the intuition You might want to change the behavior to fit the user intuition, instead of changing the design to "make the user understand" the behavior that you originally intended. If there are no major reasons for the details to be set in stone at that point (and they aren't, since apparently they can cancel it before the ...


Your page gives everything equal weighting, and this is why it looks like a summary page - your instincts are correct. Pick some stuff to highlight, such as what they have bought and how much. The summary information you have here is good. My previous user testing has shown that customers really do read it and use it for correction. For that reason I don't ...


You should consider that your checkout funnel is too long. ( so many steps in your progress bar. Think about combining or eliminating of some steps ) , this may scary users + too many opportunities for user to leave funnel w/o converting.


Render the confirmation in a modal: This will highlight explicitly to the user that one more action is needed.

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