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Online Booking for
Financial Training

Streamline your financial training sessions with Breely's easy-to-use online booking platform. Automate scheduling, send timely reminders to clients, and avoid overlapping appointments to focus on delivering impactful training sessions. Enhance your clients’ experience while optimizing your operational workflows, making Breely the perfect partner for your business.

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Elite Financial Academy

Step 1 of 3

Financial Consultation

Personalized one-on-one sessions designed to help clients gain clarity on financial management, investment strategies, and long-term wealth planning.

Budgeting Workshop

An interactive group session that empowers participants to create realistic budgets and manage their finances effectively.

Breely Scheduling for Financial Training

Transform how you manage your financial training business with Breely’s online scheduling platform. Save time by automating booking processes, sending reminders to clients about their upcoming sessions, and easily managing your staff's availability. Let Breely handle your administrative tasks so you can focus on what matters most—delivering exceptional training and growing client trust.

Simplify your scheduling and support your financial training services with Breely. From seamless appointment management to client follow-ups, Breely ensures your sessions are booked without error and keeps your clients informed. Maximize your impact by running a more organized, efficient, and professional business with Breely.

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Features

Breely’s features enable financial trainers to optimize their schedules with automated bookings, reduce no-shows with integrated reminders, and create a seamless experience for clients. The platform ensures efficient resource allocation, allows businesses to handle high client demand effortlessly, and improves customer satisfaction by offering a streamlined and professional booking process tailored to the financial training industry.

Scheduling

  • Booking for 1:1 appointments
  • Group classes, events, and workshops
  • Book staff and other resources like seats, lanes, bays, and more.
  • Booking for multiple staff, locations,and time zones

Design

  • Design beautiful forms, scheduling, and messages
  • Personalize colors, themes, and more to match your brand
  • Integrate directly into your website

Messaging

  • Send text messages & emails
  • Automate messaging to deliver the right message at the right time

Integrations

  • Connect to Google, Apple iCloud, and Microsoft 365
  • Embed directly into your website
  • Integrate with thousands of other apps via Zapier
  • Developer tools for custom integrations

Forms

  • Collect information from clients at any point
  • Gather leads, enrich scheduling, collect follow-up info, and more
  • Advanced customization and conditional sections for the perfect experience

Automation

  • Automate any workflow
  • Trigger based on events from forms, scheduling, and more
  • Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients
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