Let Clients Book and Pay for Consulting Sessions in One Smooth Step

Consulting works best when booking feels easy, not like a mini project.

With Breely, you can let clients choose a service, pick a time, fill out any intake details, and pay during checkout—all in one simple flow. You can set up event types for your services, customize booking forms, connect online payments, and add your booking page directly to your website.

Make booking feel effortless for your clients

Give visitors a clear path from “I’m interested” to “I’m booked.”

Breely supports booking flows where clients can:

• Browse and select the consulting service they want
• Choose from available appointment times
• Complete intake questions before confirming
• Pay in full, pay a deposit, or store a card on file depending on how you set up the event type
• Book directly from your website or through a shareable booking link

That means fewer back-and-forth emails, fewer awkward “How do I pay?” moments, and a much cleaner client experience.

Set your schedule your way

Consultants need flexibility, and your booking system should understand that.

Breely lets you:

• Set regular weekly hours
• Create different hours for different days
• Use override hours for exceptions
• Set availability by event type
• Add scheduling limits for booking, editing, or canceling appointments
• Assign availability to specific people if you work with a team

So yes, you can protect your focus time and still look wonderfully organized.

Collect the right details before the meeting

A great consulting session starts before the call.

You can customize booking forms to collect the information you need up front, from basic contact details to more tailored intake questions. Breely also supports conditional logic, so you can send new and returning clients down different booking paths when needed.

Helpful ways consultants can use this include:

• Screening new leads before they book premium time
• Asking clients about goals, challenges, or project scope
• Offering different booking options for new vs. returning clients
• Creating a more personalized experience without extra admin work

Get paid without the follow-up chase

Breely integrates with Stripe and Square for payments, so clients can pay as part of the booking process. Both support core payment functions, including accepting payments and securely storing cards for future use.

You can configure payment rules for each service, including:

• Full payment at booking
• Deposit required at booking
• Card on file without charging immediately
• Free or pay-later options when needed

This gives you a lot more control over how you sell your time—and a lot less chasing invoices around the internet.

Keep an eye on bookings, clients, and revenue

Once your booking system is live, Breely gives you a reporting area to view business activity across bookings, clients, forms, classes, and revenue. Reports can be filtered, sorted, grouped, customized, and saved for future use.

That makes it easier to answer practical questions like:

• Which services are bringing in the most revenue?
• How many new clients booked this month?
• What payments have been made?
• Which booking types are getting the most traction?

Ready to make consulting bookings easier for everyone? Add self-booking and payments to your site, give clients a smoother way to work with you, and let your calendar do a little more of the heavy lifting.