Skip to main content

Google Tag Manager Setup Guide (Online Booking Tracking)

Alyssa Elso avatar
Written by Alyssa Elso
Updated this week

Google Tag Manager (GTM) allows your practice to track online appointment booking activity from your Practice by Numbers (PbN) booking widget and send that information to your marketing platforms.

With GTM set up correctly, your practice can:

  • Track booked appointments as conversions in Google Ads

  • Understand how patients move through the booking funnel in Google Analytics

  • (Optional) send booking activity to Facebook for remarketing

Practice by Numbers automatically sends booking events (such as Appointment Booked) once GTM is enabled. This guide walks you through creating a GTM account and connecting it to PbN, step by step.

No coding is required. Everything is done through on-screen settings.


What Is Google Tag Manager?

Google Tag Manager (GTM) is a free Google tool that lets you manage marketing and analytics tracking without editing website code.

Think of GTM as a central control panel that collects events from your website and forwards them to platforms like Google Ads, GA4, and Facebook.


Important: This Is a Two-Part Setup

✅ Part A – Handled Automatically by Practice by Numbers

Once GTM is enabled in Practice by Numbers:

  • Booking events (such as Appointment Booked) are automatically sent to GTM’s dataLayer

  • No code installation is required on your website

⚠️ Part B – You Must Complete This in Google Tag Manager

You are responsible for:

  • Creating tags in GTM

  • Forwarding events to Google Ads, GA4, Facebook, etc.

  • Completing this setup inside tagmanager.google.com

Without Part B, events are sent, but nothing is tracked.


🔑 Key Concept: How the Data Flows

Think of this like a relay race:

  1. Practice by Numbers pushes booking events to the dataLayer

  2. Google Tag Manager listens for those events

  3. You configure GTM to forward them

  4. Google Ads / GA4 / Facebook receive the conversions


Event Naming Convention

All Practice by Numbers events use the pbn_ prefix to avoid conflicts with other website tracking.

Examples:

  • pbn_appointment_booked → Main conversion event

  • pbn_booking_widget_opened → Funnel start

  • pbn_location_selected, pbn_visit_type_selected, etc.


Part 1: Create Your Google Tag Manager Account

Go to Google Tag Manager

  1. Open your web browser

  2. Click Sign in (top right)

  3. Log in with your Google account (same one used for Google Ads, if applicable)

Create an Account

If this is your first time using GTM:

  1. Click Create Account

  2. Fill in:

    • Account Name: Your practice name

      • Example: Avondale Dental Practice

    • Country: Select your country

  3. Check ☑ Share data with Google and others anonymously

  4. Click Continue

Create a Container

A container holds all your tracking tags.

  1. Enter:

    • Container name: Your website domain

      • Example: avondaledental.com

    • Target platform: Select Web

  2. Click Create

Accept the Terms

  1. Check ☑ I also accept the Data Processing Terms

  2. Click Yes

Copy Your Container ID

After accepting the terms:

  1. Look for a code starting with GTM-

    • Example: GTM-ABC1234

  2. Copy this Container ID

  3. Click the X to close the pop-up

⚠️ You do not need to install this code on your website.
Practice by Numbers loads it automatically.

Confirm You’re in the GTM Workspace

You should now see:

  • Your Container ID at the top

  • Left-hand navigation (Tags, Triggers, Variables)

  • A Submit button in the top right

Keep this tab open — you’ll use it later.


Part 2: Enable GTM in Practice by Numbers

Navigate to Widget Settings

Go to Appointments → Widgets in the PBN admin interface.

Locate GTM Configuration Section

Scroll down approximately one page to find the Google Tag Manager (GTM) Conversion Tracking section.

Enable GTM Tracking

Toggle Enable GTM Tracking to ON.

Enter GTM Container ID

What is a Container ID?

  • Format: GTM-XXXXXXX (e.g., GTM-TBSR3P3R)

  • This ID connects PBN booking events to the practice's GTM account

How to find the Container ID:

Navigate to the practice's GTM account at tagmanager.google.com. The Container ID is displayed in the top navigation bar.

Enter this Container ID in the PBN field (GTM Container ID)

Select Event Triggers

Choose which booking funnel events should be tracked. At minimum, select:

  • Appointment Booked (Required - main conversion)

  • Draft Appointment Created (Highly recommended - backend confirmation)

  • Patient Info Entered (Recommended - lead event)

  • Widget Opened (Recommended - funnel start)

Additional optional events include location selection, visit type selection, provider selection, timeslot selection, payment events, insurance events, and error tracking.

Save Settings

Click Save GTM Settings to activate the configuration.


What Happens Next?

Once enabled:

  1. Event Flow: PBN automatically pushes selected booking events (OAB Flow) to the practice's GTM dataLayer

  2. GTM Processing: GTM listens for these events and fires configured tags

  3. Downstream Tools: Data flows to GA4, Google Ads, Facebook Pixel, or other tools based on the practice's GTM setup

Event Naming: All PBN events use the pbn_ prefix (e.g., pbn_appointment_booked, pbn_patient_info_entered)

Did this answer your question?