From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your retirement planning business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
At Breely, we understand that every retirement planning business has its own distinct needs and clientele. That's why our flexible scheduling platform seamlessly adapts to your specific workflow, empowering you to provide personalized, efficient service while focusing on what truly matters—helping clients secure their future.
Start your retirement journey with confidence, knowing that Breely's flexible scheduling platform is designed to accommodate your evolving needs. As your retirement planning complexities increase, our intuitive tools seamlessly adapt to ensure you're always on track for a secure future.
Breely empowers retirement planners with seamless scheduling, client management, and analytics tools all in one place, revolutionizing how you manage your practice. Elevate your business efficiency and client satisfaction with our comprehensive platform designed to help you focus on what truly matters – guiding your clients to a secure future.
While other schedulers remain stagnant, Breely is transforming retirement planning by offering cutting-edge scheduling solutions tailored to your unique needs. Experience seamless coordination and enhanced client interactions with our innovative platform designed to elevate your retirement planning services.
Streamline your client consultations and maximize productivity with Breely, the online scheduling platform that enhances efficiency and client satisfaction in the retirement planning industry.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: