Sorry... I missed your response.

You "do" have to schedule the appointments in the prior year software (as that's where the organizers are generated.

For example, for 2021 organizers you would schedule all the appointments, tagged by client number IN the 2020 software.

When it's time to do the 2022 organizers ( late in the year, when the software is updated for organizer preparation, bridge all the appointments FROM 2020 TO 2021.  

At least, that's my M.O.