Breely Set-up & Integration Services
Get your Breely booking system set up right, without the overwhelm.
If you sell sessions, consultations, or ongoing services, your scheduling system should work quietly in the background—handling bookings, intake, and payments without constant manual management.
As a certified Breely Expert, I help service providers properly configure Breely so the experience feels seamless for both you and your clients.
Breely Setup Investment: $397
Includes intake form, payment, and a short kickoff call.
What Your Setup Includes:
Your Breely setup includes configuration of:
1–2 appointment types
1–2 intake forms
2 integrations (Stripe, Square, Google Calendar)
Booking rules and availability settings
Confirmation and reminder notifications
Configuration of your booking page
Breely supports secure scheduling and includes HIPAA-compliant infrastructure for businesses that require it.
This setup is designed for streamlined service businesses that need a clean, functional scheduling system without unnecessary complexity.
If your needs extend beyond the essentials, we can discuss options for a custom scope.
How the Process Works
Complete the booking form and payment through Breely.
1. Reserve Your Setup
We’ll spend about 30 minutes reviewing your services, scheduling flow, and integration needs to ensure the system is configured correctly.
2. Quick Kickoff Call
I’ll build your Breely setup based on our discussion.
3. Setup & Configuration
Once everything is in place, you’ll receive a short walkthrough so you understand how your system works and how to manage it moving forward.
Most setups are completed within a few business days following our kickoff call.
4. Handoff & Walkthrough
Is This the Right Fit?
This Is For You If:
You're tired of the back-and-forth email scheduling dance
You need clients to book AND pay in one smooth flow
You want a professional setup without spending hours figuring it out yourself
This Is NOT For You If:
You're migrating from Dubsado, HoneyBook, or Ontraport (too complex for this particular service)
You need 5+ appointment types or advanced automation workflows
You want ongoing tech support (this is a one-time setup)
Why Work With Me
I’m a certified Breely Expert who works primarily with service-based businesses building clear, sustainable systems.
Because my broader work centers on web design and strategic clarity for founders, I approach tools like Breely as part of a larger business ecosystem, ensuring that your booking and client experience support how your business actually runs.
The goal is not to create the most complex setup possible, but to build something simple, functional, and aligned with your business model from the start.
Many clients create their account first and then book a setup session once they're ready to configure their scheduler.
Need More Than a Scheduler?
For some businesses, Breely setup is just one piece of a larger puzzle.
I also work with founders on:
Squarespace Web Design
Professional websites designed to serve as your digital headquarters.
Brain Dump Strategy Sessions
Focused sessions that help you organize ideas, simplify systems, and build a clear roadmap.
Ready to Get Your Breely Setup in Place?
Share a few details in the booking form, and we’ll determine the best next step.
If you'd like to see how Breely works before booking a setup session, you can create an account and explore the platform yourself.
If you decide you’d like help configuring it afterward, you can always come back and book a setup session.
*This is an affiliate link, which means I may earn a small commission (at no cost to you) if you sign up.