My immediate thought for the appointment dates was "aren't there data fields for that, which could be completed with an ODBC connection?" And there are two columns (one each for date & time) in the Data-6 table which could be connected to.
However, I could not find a way to actually get anything to POPULATE those fields. It does not appear to be the fields called "2022 tax return appointment" on page 5.1/Invoice Letter Instructions.
I am inquiring of "my guy", who was part of the group setting up the ODBC capability at Lacerte, to see what I am missing in working towards this.
Question on the Google Calendar side of this: do you have the Lacerte client # recorded anywhere in those appointments?
