Online Scheduling for Financial Services
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial services business.
- Scheduling
- Signatures
- Accept Payments
- Email/SMS Notifications
All features for free. Pay only when your client list grows.
Every feature free so you can grow faster
Breely gives you everything from the start so you can launch and grow without friction.
Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.
Our goal is simple: help new businesses get off the ground with real tools, not restrictions.
Why Financial Services Professionals Love Breely
Revolutionize your financial services with Breely's cutting-edge scheduling platform, crafted by industry veterans to optimize your business operations like never before.
Start for FreeAll businesses are unique, we adapt to you
In the fast-paced world of financial services, Breely provides a flexible scheduling solution tailored to meet your specific client needs and regulatory requirements. Our platform seamlessly integrates with your existing systems, ensuring a personalized and efficient booking experience that sets your firm apart.
Your needs might be simple today, but we'll grow as you do
Unlock the full potential of your financial services with Breely's scalable scheduling platform, designed to seamlessly adapt as your business evolves. Whether you're managing a small team or expanding your operations, our intuitive tools ensure you stay ahead, effortlessly.
More than just scheduling, we're a platform to run your business
Breely empowers financial professionals with seamless scheduling, client management, and analytics tools, all in one intuitive platform. Elevate your productivity and client satisfaction by streamlining operations and focusing on what truly matters—delivering exceptional financial services.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of financial services, staying ahead means more than just keeping up—it's about leading with cutting-edge scheduling solutions tailored to your industry's unique demands. Breely is committed to revolutionizing how financial professionals manage their time, ensuring every meeting and deadline is seamlessly coordinated for maximum efficiency and success.
Flexible Scheduling, Limitless Possibilities
Streamline client appointments and boost productivity with Breely, the online scheduling platform designed to enhance client satisfaction and drive growth in the financial services industry.
Start for FreeBooking Website
Seamless embed into your website or use your standalone “booking website”
Events
Setup events like 1-on-1 appointments, classes, and workshops
Payments
Connect with Square or Stripe to accept payments, deposits or vault cards
Customize Branding
Powerful customizations for your booking page to align with your brand
Standalone Forms
Collect information, get signatures, accept payments, upload files, and more
Booking Conditionals
Conditionally show sections and route to different booking experiences
Video Conferencing
Automatically include video conference links with Google Meet or Zoom
Custom Fields
Custom fields for clients, events, people, resources, forms, and classes
Calendar Syncing
Sync with popular calendar platforms like Google, Office 365, and iCloud
Selling
Sell packages, gift certificates, subscriptions, and create coupons
HIPAA Compliance
Sign a BAA and use this as part of a HIPAA compliant business
Signatures
Protect your business by requiring signatures on contracts or waivers
Reporting
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with People or Resources
Book with people, or resources like a court, lane, room, and more
Waitlisting
Keep your schedule full by allowing clients to join a waitlist
Scheduling Limits
Limit scheduling on constraints like window of time, number per day, and per client
Booking Selection
Set round robin or prioritized booking for appointments
Make me Look Busy
Look like you're in high demand by hiding a percentage of your time each day
Pricing.
From startup to scale-up, Breely streamlines scheduling for financial services, ensuring seamless operations and unparalleled growth.
Free
$0/mo · Limited to 1 user
- 10 clients / month
- Unlimited forms
- Unlimited bookings
- 100 emails per month max
Business
$7/mo per user
Everything in Free, plus:- Unlimited clients
- 3,000 emails per month
- 200 texts per month