Where can I find the Loop Reference number in Movebutler?

As part of the Loop CRM integration, you may be asked to enter a Client Reference Number into Loop.

To find a client's reference number:

1. From your Dashboard, navigate to Client Onboarding.
2. Click the client's name.
3. The Client Reference Number is displayed in the top-right corner of the page, next to the Copy icon.
4. Click the Copy icon to copy the reference number, then paste it into the appropriate field within Loop CRM.