Intake Forms and E-Signatures Software for Event Planners

Planning an event is exciting. Chasing paperwork? Less so.

Breely helps event planners collect client details, manage bookings, accept payments, and gather agreements in one polished flow. You can build custom forms, include agreement fields for terms and policies, and let clients book services or event-related appointments without the usual back-and-forth. Breely also supports embedded forms, scheduling, and follow-up automations to keep everything moving smoothly

Turn inquiries into organized, bookable workflows

From the first inquiry to the final confirmation, event planning runs better when your forms do more than just collect names and emails.

With Breely, you can create forms that help you:

• Collect client contact details and event information
• Ask custom questions with text fields, dropdowns, checkboxes, dates, and file uploads
• Add booking options directly into the form
• Include agreement checkboxes for terms, policies, and approvals
• Collect deposits or fixed payments through forms
• Route clients into the right next step automatically

That means fewer scattered emails, fewer missed details, and far fewer “just circling back” moments.

Build forms that feel custom, not clunky

Every event is different, and your intake process should be able to keep up.

Breely forms support a wide range of question types, including paragraph responses, date fields, dropdowns, radio buttons, yes/no fields, phone numbers, and file uploads. There’s also an “Agree to Terms” field designed for agreements, making it easy to collect consent to policies or terms before a client continues

You can also customize how forms behave:

• Rearrange questions as needed
• Use logic to skip or reorganize questions
• Tailor forms for appointments, classes, or purchases
• Match the form to your brand with design settings like logos, colors, fonts, and hero images

In other words: professional on the outside, practical on the inside.

Make scheduling and payments part of the same flow

Breely lets you turn a form into a booking experience, not just a questionnaire.

You can set up event types for the services clients can book, define availability, and allow clients to choose appointments based on your schedule. If you charge for consultations, planning sessions, or related services, pricing and payment requirements can be set within the event type or added through payment-enabled form options

Helpful features include:

• Appointment booking within the form
• Event type setup for different services
• Availability controls and scheduling limits
• Add-ons, packages, and subscriptions
• Fixed-amount payment forms for deposits or invoice payments

Keep client communication on autopilot

Once a form is submitted, Breely can help you keep momentum going.

Automations can send messages after scheduling, before appointments, after completion, after canceling, or after rescheduling. That’s useful for confirmations, reminders, follow-ups, or internal notifications when plans inevitably change — because event planning without changes would be suspiciously easy

Breely also supports:

• Email automations
• SMS automations
• Webhooks
• Form-specific automation rules
• Client login options that can pre-fill past information for returning clients

The result is a smoother experience for both your team and your clients.

Give clients a simpler way to say yes

The best intake experience is one that feels easy from the client side and organized from yours.

Breely helps event planners create a cleaner process by combining forms, agreements, booking, payments, and follow-up tools in one place. You can embed forms on your website for a more seamless experience, or share them directly wherever your clients already are

If you’re ready to spend less time managing forms and more time creating memorable events, it’s a smart place to start.

Call to action: Create your intake flow, collect approvals, and streamline event bookings with Breely today.