Online Scheduling for Financial Training
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial training 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 Training Professionals Love Breely
Elevate your financial training operations with Breely, a revolutionary scheduling platform crafted by industry veterans to streamline and transform your business efficiency.
Start for FreeAll businesses are unique, we adapt to you
Unlock the full potential of your financial training business with Breely's customizable scheduling solutions designed to seamlessly fit your unique needs. Our platform adapts to your specific workflows, ensuring efficiency and precision in managing your training sessions and client engagements.
Your needs might be simple today, but we'll grow as you do
Breely offers a seamless scheduling experience tailored to the unique demands of the financial training industry, ensuring you can focus on empowering clients today while effortlessly scaling your operations tomorrow. With our adaptable platform, you can streamline scheduling, manage resources, and enhance client engagement, all in one place.
More than just scheduling, we're a platform to run your business
Transform your financial training business with Breely, where seamless scheduling meets powerful management tools. Streamline your operations, enhance client interactions, and focus on delivering top-notch financial education—all in one intuitive platform.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of financial training, staying ahead is crucial, and Breely is leading the charge by constantly innovating to streamline your scheduling process. While others remain stagnant, we're committed to enhancing your efficiency and freeing up your time to focus on empowering financial professionals.
Flexible Scheduling, Limitless Possibilities
Streamline your financial training sessions with Breely's online scheduling platform, enhancing efficiency and client satisfaction while maximizing your business's growth potential.
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.
Empower your financial training business to thrive at every stage with Breely's seamless support and innovative scheduling solutions.
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