Retrieve and manage client records through the Phorest Client API.
domain: developer.phorest.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Contact Phorest support with your Phorest Account Number to get API access provisioned, since access isn't self-serve.
Authenticate using the credentials issued for your business and branch.
Call the list-clients endpoint to retrieve client records, optionally filtering by branch or update date.
Use the client endpoint to create or update a client's profile fields as needed for your integration.
For AI/agent tooling, consult developer.phorest.com/llms.txt, which indexes the documentation pages and endpoints in a machine-readable format.
Known gotchas
Phorest API access requires manual provisioning through their support team (include your Account Number in the request); there is no public self-signup flow.
The Phorest API does not support webhooks, so client-data changes must be discovered by polling the Client API on a schedule rather than receiving push notifications.
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