access phorest client and sales data for marketing and reporting use cases

Steps

1. request api access from phorest support (include your account number) since data access is provisioned per-business, not self-service
2. use the client api to add or update clients and assign client categories that downstream marketing campaigns can segment on
3. extract raw sales/transaction data for a date range (staff, client, line items, pricing, discounts) to build custom reports outside phorest
4. for larger-scale or continuous data centralization, consider a managed connector approach (phorest itself uses fivetran to centralize its own data for analytics) rather than polling the api directly
5. respect the client consent/marketing-opt-in fields already present in phorest when building campaign audiences