Intake Forms and E-Signatures for Workshop Hosts, Without the Paper Shuffle

Run workshops with forms that feel polished, sign-offs that are easy to complete, and booking flows that keep everything moving. Breely gives hosts flexible forms, class booking, client records, automations, and multiple custom booking pages so your intake process can feel organized instead of “somewhere in the inbox.”

Build intake forms that fit the way you host

Every workshop has its own rhythm. Your forms should too.

With flexible forms, you can collect the details you need before someone attends, including contact information, phone numbers, file uploads, dropdowns, checkboxes, and more. Forms can also use conditional logic, so follow-up questions appear only when they’re relevant. That means cleaner forms for guests and better information for you.

You can use forms to:

• Gather attendee details and preferences
• Collect waivers, policies, or pre-workshop information
• Upload supporting files or documents
• Create different intake flows for different workshop types
• Keep forms branded with your logo, colors, and styling

Make booking workshops simple for attendees

Breely supports event types for appointments, classes, and group events, so workshop hosts can organize offerings in a way that makes sense. You can group event types into categories like Workshops, Retreats, or Consultations, then create forms that connect directly to those experiences.

For class-style bookings, attendees can book from a weekly or monthly calendar, and you can filter by class type, allow multiple spots, and customize labels to match your brand voice. A little less friction, a little more “see you there.”

Keep signatures, submissions, and follow-ups in one flow

If your workshop process includes approvals, acknowledgments, or e-signature-style sign-offs, pairing those steps with your intake flow helps everything stay in one place for the attendee. Breely also supports standalone forms and multiple customized scheduling pages, so you can create a dedicated flow for each offer or event.

After someone submits a form or books a workshop, automations can help you keep momentum going with:

• Confirmation emails
• Reminder texts or emails
• Follow-up instructions
• Internal team notifications
• Messages based on form answers or booking status

Stay organized behind the scenes

Workshop hosting gets easier when client details, bookings, and submissions live together.

Breely can create and manage client records from form responses, and returning clients can log in to pre-fill forms with past information. You can also create multiple forms for different offerings, keep forms private when needed, and share them by direct link or embed them on your website.

Need visibility after the fact? Reports let you review forms, classes, bookings, clients, and revenue in one place, with filters and saved views to help you find what matters quickly.

Give your workshops a smoother front door

From intake to booking to follow-up, a better form experience makes your workshops feel more professional before the first session even starts.

If you’re ready to simplify intake forms, e-signature workflows, and workshop registration, start building a setup that works for your hosts and feels effortless for your attendees.