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Wizard screen examples

Wizard screen design examples from SaaS apps. See how SaaS apps divide configuration into a sequence of steps. Explore how step labels, required information, and back or continue actions fit within each…

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Origin Financial screen
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Origin Financial

Onboarding step where the user starts the executors section of their basic will.

Dock - Dock · Settings screen
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Dock

The screen is part of a multi-step wizard titled "Create security profile". A horizontal stepper at the top indicates the current progress: "Intro", "Documents", and "FAQs" steps are marked as completed with a checkmark, while "NDA" is the active step (4) highlighted in blue,…

Mailchimp - Create Preferences Center | Mailchimp screen
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Mailchimp

Wizard step where the user reviews how their audience will access the new preferences center via an email footer link.

Chatwoot screen
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Chatwoot

Wizard for creating a new website inbox channel, including configuring the website domain, widget color, and welcome messages.

Dovetail - Dovetail – Customer Intelligence Platform screen
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Dovetail

Wizard step where the user reviews and edits titles, creation dates, and authors for a batch of CSV and PDF files before finalizing the import.

Cake - Cake Portfolio App screen
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Cake

Onboarding step where the user waits for their contract to be generated before they can sign it.

Outseta - Edit Drip screen
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Outseta

Detail page where the user configures the conditions, sender details, and email sequence for a Welcome series drip campaign.

Mighty - Settings | Nicelydone Club screen
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Mighty

Wizard step where the admin previews the newly configured membership plan card before finishing.

Zapier - Zapier Agents screen
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Zapier

Creation wizard where the user describes what they want their AI agent to do via a single text prompt.

Clay - Clay Wizard | Track job posts screen
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Clay

Creation wizard where the user selects a data source by picking an existing table from a searchable folder list inside a modal.

Chronicle screen
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Chronicle

Creation screen where the user chooses to start a new document by pasting text, generating from a prompt, importing from a URL, or starting from scratch.

Gamma screen
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Gamma

Onboarding step where the user selects their intended use cases for Gamma, such as creating presentations, building websites, or generating images.

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