> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Branch review

> Add and manage the customer reviews that show on your branch's proposals — set the rating, author, location, and review text, and keep each branch's social proof up to date.

Branch reviews are the customer testimonials that appear on the proposals you send out. Each one shows a star rating, what the customer said, and who said it. They live with your **Proposals** settings and are managed one branch at a time, so every branch can show off its own happy customers.

<Note>
  Branch reviews are managed in Workspace Settings, so you'll need an account that can manage settings for your workspace (typically an admin or manager).
</Note>

## Where branch reviews show up

When a proposal goes out, it includes a short **"Join thousands of happy customers"** section with up to two reviews for that branch. Each review displays:

* The **star rating** (1 to 5 stars)
* The **review text** — what the customer said about the work
* The **author** and their **location** (for example, *Jane Doe, Austin, TX*)

Keeping a few strong reviews on file gives every proposal instant credibility.

## Open the branch reviews list

<Steps>
  <Step title="Go to Proposals settings">
    From **Settings**, open **Proposals**. The page is titled **Proposals** with the note "Tailor your proposal settings for each branch."
  </Step>

  <Step title="Open the Customer Reviews tab">
    Along the top you'll see the proposal tabs — **Proposal Content**, **Financing Terms**, **Customer Reviews**, and **Payment Methods**. Click **Customer Reviews**.
  </Step>

  <Step title="Pick the branch">
    If your workspace has more than one branch, use the **branch selector** in the top-right to choose which branch you're editing. Reviews are saved per branch, so make sure you're on the right one before you add or change anything.
  </Step>
</Steps>

<Tip>
  The branch you're working on carries over as you switch between the proposal tabs, so you can set up content, financing, reviews, and payment methods for one branch in a single pass.
</Tip>

## Add a review

<Steps>
  <Step title="Click Create New">
    On the **Customer Reviews** tab, click **Create New** to open the **Create Customer Review** form.
  </Step>

  <Step title="Set the star rating">
    In **Stars**, enter a rating from 1 to 5. This controls how many filled stars appear on the proposal.
  </Step>

  <Step title="Enter the author">
    In **Author**, type the name the review should appear under — for example, *Jane Doe*. This is the name customers will see.
  </Step>

  <Step title="Enter the location">
    In **Location**, add where the customer is — for example, *Austin, TX*. It shows next to the author's name.
  </Step>

  <Step title="Write the review text">
    In **Description**, paste or type what the customer said about your work. This is the main body of the review.
  </Step>

  <Step title="Save it">
    Click **Create**. The review is added to the list and becomes available to show on that branch's proposals.
  </Step>
</Steps>

<Note>
  All four fields — stars, author, location, and description — are required, and the **Create** button stays disabled until they're all filled in correctly. There are length limits on the author, location, and review text; if you go over, you'll be asked to shorten it.
</Note>

## Find and search reviews

The **Customer Reviews** tab lists every review for the selected branch, with columns for **Author**, **Stars**, **Description**, and **Location**. To narrow things down:

* Use the **Search by name** box at the top to find a review by its author.
* Click the **Author**, **Stars**, or **Location** column headers to sort the list.

<Tip>
  If the list says "No customer reviews found," either this branch has no reviews yet or your search didn't match anything. Clear the search box or click **Create New** to add your first one.
</Tip>

## Edit a review

<Steps>
  <Step title="Open the review">
    Find the review in the list and click the **pencil (edit)** icon on its row. On a phone, tap the **three-dots** menu and choose **Edit**.
  </Step>

  <Step title="Make your changes">
    The **Edit Customer Review** form opens with the current stars, author, location, and text already filled in. Update whatever you need.
  </Step>

  <Step title="Save your changes">
    Click **Save Changes**. The button only enables once you've actually changed something, so you can't save an unedited review by accident.
  </Step>
</Steps>

## Remove a review

<Steps>
  <Step title="Start the delete">
    On the review's row, click the **trash (delete)** icon. On a phone, tap the **three-dots** menu and choose **Delete**.
  </Step>

  <Step title="Confirm">
    A confirmation appears: the review from that author "will be removed and will no longer appear on new proposals." Click **Delete** to confirm.
  </Step>
</Steps>

<Note>
  Deleting a review can't be undone, and it only affects **new** proposals going forward — proposals you've already sent keep the reviews they were created with.
</Note>

## Tips for great branch reviews

<Tip>
  Only the first couple of reviews show on a proposal, so lead with your strongest ones. Short, specific, five-star reviews that name a real result tend to land best.
</Tip>

* Keep each branch's reviews local to that branch's customers — it feels more genuine to the people reading the proposal.
* Refresh them now and then so your proposals always reflect recent, relevant work.
* Double-check the author and location spelling before saving; that small detail is what makes a review feel real.