Staff-assisted card link with verbal consent
Links a payment card to a user account using verbal consent captured by a staff member.
This endpoint:
- Extracts card data from the purchase
- Links the card to the specified user with verbal consent
- Records a consent event with the staff member's retailerUserId
- Auto-enrolls the user in the location's loyalty program if not already enrolled
- Awards retroactive points for the triggering purchase
Use case: When a guest doesn't scan the QR code, staff can look up the user and link their card manually after verbal confirmation.
Permissions: 🟢 loyalty.create
Staff-assisted card link with verbal consent › Request Body
purchaseIntentIdPurchase intent ID containing card data
userIdUser ID to link the card to
locationIdLocation ID for enrollment context
consentMethodMust be verbal for staff-assisted flow
retailerUserIdStaff member who captured verbal consent
Staff-assisted card link with verbal consent › Responses
Default Response
statusSearch users by name, email, or phone (staff)
Search for users matching a query string. Used by staff during the fallback enrollment flow.
Query parameters:
- q: Search term (minimum 2 characters) — matched against email, name, and phone
- purchaseIntentId: Optional — if provided, the tab member for that purchase is auto-suggested
Results are sorted by relevance. Maximum 10 results returned.
Permissions: 🔵 users.read
query Parameters
qSearch term (name, email, or phone)
purchaseIntentIdOptional purchase intent ID for tab member auto-suggest
Search users by name, email, or phone (staff) › Responses
Default Response
status